2Plan - Aaron Alcock - Sheffield

Independent Financial Adviser  Worrall, Bradfield, South yorkshire, S35 0BJ
First meeting at adviser's own cost
Experienced Chartered Financial Planner & Independent Financial Adviser offering financial planning solutions for people from all walks of life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Aaron Alcock
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Accreditations
Chartered Financial Planner
What our clients say
Aaron is a very personable individual. He is knowledgeable and listens to your goals offering his expert help and guidance. He has given me ideas on drawdown income and planning on future investments
Mrs JW, Sheffield
Aaron was invaluable in helping me make decisions going forward, he explains everything in great detail and makes things that to me were daunting so easy to understand and simple
Mr SJR, Chesterfield
Aaron provided very professional and friendly advice regarding my portfolio and discussed all options available to me.
Mr GS, Sheffield
Aaron has been a big help not only in the technical bits about income levels and tax etc but also in making sure we consider the full benefits of retiring earlier with all the things about enjoying life while you're healthy etc. I hadn't really expected to have this kind of discussion but its as useful as the factual stuff.
Mr CL, Matlock
Aaron went through the advantages and disadvantages of the potential transfer and re affirmed his recommendations with cashflow planning which re confirmed my thoughts. The report he did was well constructed and easy to follow and made perfect sense
Mr MG, Sheffield
About us

The head office is in Leeds and I mainly work in and around South Yorkshire, Derbyshire & North Notts from my home in North Sheffield.

Our services

We give friendly and helpful advice on pensions, investments and insurance from the comfort of your own home or in the office.

Where to find us
Head office address: Worrall, SHEFFIELD, South Yorkshire, S35 0BJ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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