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Courtney Havers

(50)

Pension
Understand
Advice

“I have used Courtney Havers services for a couple of years, in particular for advice on pensions and retirement planning in general. Claire Hobbs has provided a professional, knowledgeable and friendly service throughout this time and I would thoroug...”

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Genus Financial & Estate Planning

(4)

Family

“I have always found the business to be very professional and the advice has been given by friendly efficient people who explain things in a manner easily understood by myself. I would not hesitate to recommend, and have in fact done so, Genus Financ...”

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First Actuarial

McCloud Remedy Support, Defined Benefit, Administration Services

FAQs

What happened to the timetable for connecting to the pensions dashboards?

The Pensions Dashboards Programme (PDP) team originally published a timetable, with staging and connection dates for schemes, according to their scheme type and size.

Besides the timetable changes, can we expect other changes to the pensions dashboards?

There may be some changes to the data standards schemes need to comply with. With no changes announced yet, First Actuarial will advise clients on specific data requirements likely to change in order to minimise wasted effort.

What if my scheme is in PPF assessment?

Schemes in PPF assessment before the connection deadline only need to connect if the scheme does not enter the PPF (either by the connection deadline, or within six months of the end of the assessment period if later). This only applies where the whole scheme is in the PPF assessment. If only a section of your scheme is in assessment, your connection duties still apply.

What if my scheme is in the process of wind-up?

Schemes in the process of winding up will need to connect to the system, but do not have to provide member benefits data or value data to members (although they can do so voluntarily).

How much system uptime must scheme provide?

Schemes will need 99.5% system uptime for their connection to the pensions dashboards, measured on a monthly basis. In the event of downtime, schemes must act swiftly to restore their connection.

More information can also be found on the FAQ page of our website.

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ESJ Financial Planning

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Amanda Redman Financial Planning

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Wheble Financial Services

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True Advice Financial Services

(50)

Mortgages, Investments, Pensions

“I had a great experience with Ashley on a recent mortgage application. He was incredibly responsive, communicative, and was a great advocate for us with a somewhat tricky lender. Highly recommend - would use again!”

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Accsys Accountants

(49)

Accounts & Tax, Virtual Office, Bookkeeping

“Excellent service!! Nothing is too much for Will and his team. Think you are getting an accountant - think again. Accsys is so much more than that. Either starting a new business or looking to grow, Will can help. Personal and friendly service a...”

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Fingerprint Financial Planning

(50)

Services, Investments, Inheritance Tax Planning

“Fantastic company. Completely independant firm so able to search to whole market to find the right deals and products for the customer. Great customer service and open communication. Friendly, knowlegable and professional company. Highly recommended.”

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Heritage Will Writers

(50)

Wills, Probate and Estate Administration, Lasting Powers of Attorney

“Heritage Will Writers have recently done our wills for us. They were very professional and efficient and were alot cheaper than a solicitor. We would highly recommend them. David and Joanne”

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Vinay Malhotra - Independent Financial Adviser

(49)

Investments, Income Protection, Pensions

“Vinay has been looking after our finances for the best part of 8 years and is extremely proficient and diligent in dealing with our requests and queries. He always responds promptly and has a vast array of knowledge in what he does. Highly recommende...”

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Forces Family Finance

(46)

Home Ownership, Protecting What Matters Most, Protecting Your Possessions

“I just wanted to say a massive thankyou to the entire FFF team. Your guidance and support during this entire process has been outstanding. Myself and my wife started this journey feeling very overwhelmed and not knowing where to start. You made a ver...”

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Elevate Financial Solutions

(50)

Mortgages, Articles, Equity Release

“Ben & the team have been extremely helpful in helping me secure a mortgage (first time buyer). Time was taken to help me choose the correct product and patience was shown when I had questions or needed something explaining. Thank you!”

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Quantum Wealth Planning

(44)

Pension Transfers, Mortgages, Family Protection

“I came to Michael for a review of my personal investments. Not only was he knowledgeable but the advice offered has done very well for my investment portfolio. I would recommend his services. Positive Professionalism”

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Trevor Downing IFA

(50)

Tax Planning / Guidance, Business Financial Planning, Private Medical Insurance

“With both Simon Harrison helping with our mortgage and Michalina helping with life insurance they made moving house for us a real dream! They were a joy to work with. Patient, helpful and got us really great products. We couldn't have moved house wit...”

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AV Trinity

(50)

Mortgage
Options
Pension

“Right from the beginning the service provided by Sean Adams has been excellent. He is very knowledgable and has offered his advise even after securing the mortgage. If you are looking to secure a mortgage and understand the ins and outs of it, Sean ...”

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Finance Planning Group - Tim & Kim Dock

(50)

Professional
Products
Questions

“First house purchase for my wife and I and Tim was amazing in helping and supporting us navigate everything we didn't know and needed to know. He helped us through the entire process including mortgages and different types of insurance, home and pers...”

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Mortgage Superheroes

(49)

Questions
Company
First Time Buyer

“Tony is absolutely brilliant. He makes a stressful situation very calming with quick responses and options to resolve any issues. He is kind, helpful and an overall brilliant advisor. I highly recommend him. Positive Responsiveness, Quality, Professi...”

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Domus Finance

(38)

First Time Buyer
Knowledge
Professional

“10/10 Can't recommend them enough. We dealt with Sam Harrison who has been great at every step. Always happy to explain everything over the phone and is cheerly and friendly. Exceptional service”

Featured

A Working Feedback Review: I contacted Emily when I started looking for a property as I wanted to have a mortgage in principle in place to be taken seriously when speaking to estate agents looking for properties. Emily was amazing, and really helped with the process and explained everything very clearly to me! She let me know when the interest rates has dropped and recalculated everything which I thought was a first class thing to do. Couldn’t recommend more!

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J & G Financials

(50)

Products
Market
Financial Advice

“Jatinder Puri provided me with a very professional service from beginning to end making the process as smooth as possible and helping me get my mortgage approved. He was friendly, organised and had my best interest in mind throughout the whole pro...”

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Hitchell Financial Planning

(24)

Professional

“Very helpful and friendly. Advised me of my mortgage nearing it's end of low fixed term and organised a cheaper deal to continue for another 5 years. Makes everything very easy. Also their rates are very reasonable for the service they provide.”

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Citrus Financial Management

(33)

Mortgage
Stress
Company

“Best mortgage advice ever! Shirley and Emma's advice and help was invaluable in our recent property transaction. They were responsive, helpful and friendly every step of way; and even went the extra mile to help us deal with tricky situations and de...”

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Orchard Financial Management

(22)

Other Types of Pensions, Savings and Investments, General Insurance

“I have used Orchard Financial Management ever since they took over from Owl. I have always found Dawn and her team friendly and helpful. No question feels too trivial.I always feel welcomed when attending the office and appointments are arranged swif...”

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Sandlayne Associates

(28)

Team
Business
First Time Buyers

“Wonderful experience with Sandlayne. As a first-time buyer, Suzanne and Ian provided me with much needed support and advice throughout the buying process. They were a constant source of knowledge and I am very thankful I had them as my advisors. Woul...”

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Average Cost	£3601
Minimum cost	£1201
Maximum cost	£10203
Avg Per Hour Rates	£362

Best Financial Advisors in Tonbridge

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Tonbridge area.

Courtney Havers

Genus Financial & Estate Planning

First Actuarial

ESJ Financial Planning

Amanda Redman Financial Planning

Wheble Financial Services

True Advice Financial Services

Accsys Accountants

Fingerprint Financial Planning

Heritage Will Writers

Vinay Malhotra - Independent Financial Adviser

Forces Family Finance

Elevate Financial Solutions

Quantum Wealth Planning

Trevor Downing IFA

AV Trinity

Finance Planning Group - Tim & Kim Dock

Mortgage Superheroes

Domus Finance

J & G Financials

Hitchell Financial Planning

Citrus Financial Management

Orchard Financial Management

Sandlayne Associates

Retirement Planning and Investment Management Services in Tonbridge Cost Estimates

Why these companies made our list

Wealth Management Advisors near Tonbridge

Popular in Tonbridge