F H Manning Financial Services Limited

Independent Financial Adviser  The Street Lamp, Horncastle, Lincolnshire, LN9 6DT
First meeting at adviser's own cost
We listen, you prosper.
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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Traded endowment policies
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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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Critical illness
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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
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Corporate pension
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Claire Markham
Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

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

Accreditations
Chartered Financial Planner
Malcolm Wright
Managing Director

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

What our clients say
Malcolm has been very helpful in the last 18 months. June 2017
Mrs D. L., Mablethorpe
Personal service we have received for a number of years has been excellent. December 2016
David L., Rutland
Following a meeting looking at cash flow forecasting the following email was received: 'Mrs V found it illuminating and reassuring!'
Mr P V, Barrowden
I was very satisfied with all aspects of the process and the adviser had my best interests in mind.
Mr McF, Horncastle
The adviser expressed a genuine interest in understanding my aims and aspirations and dealt with my questions readily. Most impressed.
Mr D. H., Lincolnshire
About us

Our services focusing on planning for the longer term, ensuring your time is better spent enjoying life rather than thinking about your finances.

Our consultations focus on finding out about your goals and then we work out how your finances can help you achieve them.

We use forecasting tools to provide us with a 'crystal ball' to look into your retirement and see if you have sufficient income and capital to achieve your dreams.

Our services

We provide a first class service based on building long term client relationships.

Where to find us
Head office address: The Street Lamp, 8/12 South Street, Horncastle, Lincolnshire, LN9 6DT
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 14th September 2020

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