Fenchurch Independent Financial Planning

Independent Financial Adviser  26 Bankfoot, Grays, RM17 5JA
First meeting at adviser's own cost
"A life well lived is a precious gift, Of hope and strength and grace, From someone who has made our world A brighter, better place ...." Anon.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Meet our advisers
Mr Tony Linnane FPFS
Chartered Financial Planner, Director

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.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

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

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Fenchurch Independent Financial Planning is powered by 2Plan wealth management Ltd.

Being truly independent means we work on behalf of our clients. Not a bank or product provider. We provide a professional and transparent fee based service. Our clients are, and will always be our priority.

Everyone is different. We believe passionately that financial planning is a bespoke service tailored to the needs of the individual client. We start each time with a blank page and by getting to understand you we can use our expertise to build a tailored solution.

We know from experience that good financial planning can significantly enhance a clients life. Not just financially, but also having the security to know that you are on track to reach your goals and have a clear picture of the road ahead.

Our services

We provide a comprehensive financial planning service to private individuals, business owners and charities.

Services include investment, wealth management, retirement planning & estate planning.

Director of Fenchurch Independent Financial Planning, Tony Linnane, is a chartered financial planner which is considered the gold standard in our industry. He has over 20 years experience working in the financial services profession. He is continuously expanding his technical knowledge of financial planning. Including completing studies with the Society of Trust and Estate Practioners (STEP). Tony was elected Fellow of the Personal Finance Society in 2015.

If you feel our services could be what you require then feel free to get in touch. The initial meeting with us is at no cost to you.

Where to find us
Head office address: 26 Bankfoot, Grays, RM17 5JA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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