Foundation Financial Planning
19th August 2019
Independent Financial Advisers, investment, tax, trust and retirement options focus. Long established practice, Chartered Adviser tapped into investment markets.
We can advise you on
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Meet our advisers
Gianni Campopiano APFS
Independent Financial Adviser
Qualifications & Accreditations
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AdvDipFA - Advance Diploma in Financial Advice (LIBF)
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
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.
ER1 - Equity Release (CII)
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.
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.
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.
AF1 - Personal Tax and Trust Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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.
SV1 - Saving and Investment (CII)
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
Accreditations
Andy Barr
Independent Financial Adviser
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.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
CF6 - Certificate in Mortgage Advice (CII)
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.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
What our clients say
I approached Foundation Financial Planning for a second opinion on some advice I had received from another adviser. Without attempting to take this business away from the other adviser they assisted me in understanding in a deeper way what was necessary to add value to my financial situation overall. As a part of this process I was introduced to optimum investment advice techniques and overall transparency.
Further to this I instructed them on other corporate and personal work and can confirm that Foundation Financial Planning are always looking to add value and justify the fees they charge. I have been very satisfied with the way they have handled my account and I feel confident in their abilities. They work as a team with the common objective of delivering me the best outcome.
I was referred to Foundation Financial Planning by a very good friend of mine and since then they have undertaken many areas of finance for me. These areas include investment planning for income, my personal tax affairs and even my Lasting Powers or Attorney. They regularly update me on the progress of my portfolio which is very re-assuring in these difficult times.
They are patient and clear allowing me to be confident in the arrangements they make on my behalf and their financial recommendations. It never matters who I speak to when I telephone as they all seem to know what is going on and they are very helpful and patient. Staff at Foundation Financial Planning are always clear about charges and their fees and I find them very easy to talk to and to deal with.
The team at Foundation Financial Planning have looked after me for many years. They made the best use of my capital through very difficult economic times and converted that capital in the best way to see me into my retirement.
They were helpful, communicative and patient in all financial areas to include my personal tax affairs and continue to be so.
Importantly, they were clear in what was being recommended to me and why. I saw the costs associated with their advice which were always made clear, as an investment in my financial future.
Where to find us
Maxwelton House, Boltro Road, Haywards Heath, West Sussex, RH16 1BJ
Make an enquiryAbout us
Although we take great care in supplying analysis and independent advice on the most appropriate investment, pension and insurance products, we believe that financial advice extends far beyond products alone. More and more of us are being ensnared by stealth taxes so our objective is to shield our clients and their heirs from avoidable income tax, capital gains tax and inheritance tax.
Our services
We divorce our fee from the activity of investing. We charge a fee for the preparation recommendation and execution of the investment process. This fee may come from you the client directly, or from the fund (as agreed) but our fee is not triggered when we initially invest your funds. To be remunerated when you invest a client's capital causes biases and clouds judgement. We have kept our investment advice In-house rather than becoming 'introducers'. We have a dedicated investment analyst who monitors client portfolios and works on investment decisions and strategy.
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