Financial Planning Partners Ltd
10th September 2018
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We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Expatriate finances
- EEA
-
Financial planning
- Wealth management
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Long term care
- Long term care
Meet our advisers
Patrick Waller
Principal
Qualifications & Accreditations
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AFPC - Advanced Financial Planning Certificate (CII)
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.
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
G10 - Taxation and Trusts (CII)
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.
G20 - Personal Investment Planning (CII)
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.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
G70 - Investment Portfolio Management (CII)
This qualification assessed a knowledge and understanding of portfolio investment management.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
R03 - Personal Taxation (CII)
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.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
APFS - Associate, Personal Finance Society (PFS)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Accreditations
Tony Rea
IFA
Qualifications & Accreditations
AFPC - Advanced Financial Planning Certificate (CII)
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.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
G10 - Taxation and Trusts (CII)
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.
G20 - Personal Investment Planning (CII)
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.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Accreditations
Alison Brazier DipPFS
Client Services Manager
Qualifications & Accreditations
CF9 - Pensions Simplification (CII)
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
J01 - Personal Tax (CII)
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.
J04 - Pension Funding Options (CII)
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.
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
FPP has provided me with an individually tailored financial management service which I haven’t been able to find elsewhere. Their consultant explains issues in easily understood terms and is always available to provide reassurance and guidance. I have no hesitation in recommending them – and have already introduced close friends – who are still talking to me!
FPP have looked after our complete portfolio for some years now and I am very happy to say that we are delighted with the complete service provided by them. Their advice is well thought through and presented in a very professional manner. FPP always provides the upsides and downsides of every financial decision that we make which places us in a unique position to make the best informed decisions for our needs. We highly recommend them.
I am a Chartered Insurance Broker and for the last twelve years of my business life I ran my own Insurance Broking and Financial Services Company.
When I sold the business I required professional advice on the investment of the Capital I had accrued and the funds that were available in my Pension Plan.
I sought the services of a professional firm that was able to offer access to experienced professionals supported by the most up to date technical research and robust investment platforms.
It was important to me that the advice and support was ongoing and the management of my financial affairs would continue to receive the detailed consideration necessary to produce peace of mind and an acceptable return on the funds under management.
FPP have not only delivered what I required but have exceeded the standard of care and consideration that I expected, the attention from the Principal through all the support staff has been of the highest calibre.
Where to find us
19 Wellington Business Park, Dukes Ride, Crowthorne, Berkshire, RG45 6LS
Contact usAbout us
Our whole ethos is about helping clients have great outcomes whether that be sorting out their pensions, retirement planning, tax planning, keeping money in the family for generation after generation...it's why we get up in the morning.
We are also perfectly happy dealing with a specific issue such transfers from final salary (defined benefit) pension schemes, saving Inheritance tax, keeping your money in your family, we are also excellent at is helping clients plan their financial future, put in place sound financial plans that work.
Our clients then get on with having the fun that they have worked for and sleep at night knowing they have enough money to do so.
We are proud to be a winner of the Retirement Planner of the Year Award 2016 from Retirement Planner Magazine.
We are specialists in transfers from Defined Benefit pensions (also known as final salary pensions)
Our services
We find out what our clients really, really want by asking questions - lots and lots of questions. We even give clients homework.
Then we listen.
Then we create proper financial planning solutions.
Then we implement the plan.
Then we keep the plan working.
Then we make sure our clients have fun. Lots of fun.
That's it.
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