BlacklerSnelling Financial Planning Limited

Independent Financial Adviser  Mayflower House, Plymouth, Devon, PL4 0AU
First meeting at adviser's own cost
We provide services tailored to your individual requirements at your home or our office.
We can advise you on
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Annuity purchase
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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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SIPPs
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Equity release
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Scott Snelling Dip CFA Cert PFS (MP) AIPW
IFA/Company Director
Mark Blackler Dip PFS Certs CII (MP & ER)
IFA/Company Director

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime 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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

About us

We have two offices one located in the heart of Cornwall and the other on Plymouth’s historic Barbican. From these locations we are able to advise clients across both Devon and Cornwall. We offer a wide range of advice, encompassing all financial matters, including Retirement Planning, Investment Advice, Mortgages, Protection, Wills, Lasting Powers of Attorneys and Estate Planning. We believe in providing holistic financial advice which complements your lifetime goals.

Our services

We specialize in retirement planning and investments, helping to guide you through the various options available to you to ensure you have a secure retirement.

Where to find us
Head office address: Mayflower House, 52-54 Brentonside, Plymouth, Devon, PL4 0AU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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