| about us |
|
IFA Partners
receive the backing of
positivesolutions
to be able to work
effectively with their clients.
We believe in using technology to its maximum advantage, utilising the
latest cutting edge software and processes to develop the best solutions for clients needs.
ARC Wealth Management Tony Corkett Independent Financial Adviser has completed the Diploma in Financial Planning (DipPFS) I have many years experience in the financial services industry. I work largely on referral from existing clients and offer fully independent and unbiased advice. As an IFA I act on your behalf rather than on behalf of any Provider. This means that if any product is recommended, it is after researching the whole market. If you would like to discuss your current or future needs, or review your existing arrangements, including: - v Plans for retirement v ISA savings & Investment portfolios v Family protection including life & critical illness cover v Private medical insurance, v Inheritance tax mitigation v Business Protection v Employee benefit schemes Please telephone 01329-313998 or E-mail tonycorkett@thinkpositive.co.uk to arrange a free initial consultation without obligation. My current financial services qualifications are noted below. I have completed the Diploma in Financial Planning of the Chartered Insurance Institute by examination. To be awarded the Diploma, an individual has to gain the relevant Chartered Insurance Institute approved financial qualifications, adhere to the Chartered Insurance Institutes' code of Ethics and Conduct, and commit to continuing professional development. Examined by the Chartered Insurance Institute: § CF7 - Lifetime Mortgages § CF8 - Long Term Care Insurance § CF9 - Pensions Simplification § HR1 - Home Reversion Plans § L10 - Taxation and Trusts § MAQ - Mortgage advice qualification § SV1 - Savings and Investments § Level 3 - Certificate in Mortgage Advice § Level 3 - Certificate in Equity Release
ARC Wealth Management Tony Corkett DipPFS Tel: 01329-313998 Website: www.tonycorkett-IFA.co.uk Address: 12 Heathfield Avenue, Fareham, Hants PO15 5QA The value of investments can fall as well as rise, and you can get back less than you invested. The Financial Services Authority does not regulate advice on taxation matters
|
ARC Wealth Management is a trading style of Positive Solutions (Financial Services) Ltd. Positive Solutions is authorised and regulated by the Financial Services Authority.
Registered as a Limited Company in England and Wales No. 3276760. Registered Head Office: Riverside House, The Waterfront, Newcastle upon Tyne, NE15 8NY Tel: 0871 700 1111 Fax: 0871 700 0010