Barry Platten - 2Plan Wealth Management
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.
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.
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.
I regard financial planning as a journey to help you achieve your goals. My focus is not on working through as many clients as possible but rather on providing a service that is tailored to each individual to make them feel that their needs have been listened to whilst at the same time giving them the best chance to achieve both their short and longer term financial goals.
I aim to provide a service that is both professional and friendly which allows clients to feel both relaxed and secure knowing they are in safe hands with an adviser who truly cares about them.
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Telephone
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Online (Live chat, video, email)
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Face to face
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (<url hidden> ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270
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