Our Services
Tim holds the full Advanced Financial Planning qualifications (AFPC) which carries the designation of Dip PFS in the industry.
RETIREMENT PLANNING
- Personal Pensions/Stakeholder
- Group Personal Pensions
- Pension Transfers
- Income Drawdown / Phased
- Annuity /Open Market Options
- SIPP(Self Invested Personal Pension)
Tim Fellows holds a specialist Pension distinction of G60 which enables him to carry out all forms of pension planning, including Final Salary Transfers and Occupational Scheme advice, and Income Drawdown / Phased Retirement / SIPP's.
MORTGAGE PLANNING
- Mortgages
- Re Mortgages
- Buy to Let Mortgages
- Adverse Credit Mortgage
- Debt Consolidation
- Right to Buy
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".
INVESTMENT PLANNING
- Bonds / ISA's/Trusts
- Portfolio Planning Services (£200k plus)
- Children's Plans
- PROTECTION
- Life Assurance (Whole of Term or Term)
- Permanent Health Insurance
- Buildings & Contents Insurance
- Inheritance Tax Planning
- Long Term Care
- Private Medical Insurance
Tim Fellows holds the G10 qualification specializing in Taxation & Trusts, and the G2O Investment qualification which means that he can provide more detailed advice on investment portfolio's, all types of fund processes and Inheritance Tax Planning.
