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  7. Barnaby Cecil Financial Planning Limited

Barnaby Cecil Financial Planning Limited

Independent Financial Adviser  Office 9, Church Lane Chambers, London, Greater london, E11 1HG
First meeting at adviser's own cost
We provide an exceptional financial planning service to a small group of UK families. Using WealthMap, a planning tool we built in 2016, we provide superior client outcomes.
We can advise you on
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Pension consolidation
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Pension drawdown
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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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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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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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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
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Response rating
10/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Thomas Skinner
Managing Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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 portfolio investment management.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

About us

We are a small team that provide an outstanding service to a unique group of brilliant individuals and their families.

Our services

We listen. And then we create innovative and beautiful plans, which will give you the confidence to live for today, safe in the knowledge that your future is secure.

Where to find us
Head office address: Office 9, Church Lane Chambers, 11-12 Church Lane, Leytonstone, London, E11 1HG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 21st September 2020

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