Fresh Approach Financial Planning Ltd
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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
I have many years’ experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way. Of course every client is unique, and so my approach is entirely personal. The aim is to get to know each individual and understand what is important to them.
As an independent advice business, Fresh Approach has excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you will also benefit from a network of trusted professionals.
Based in Malvern, Worcestershire, I specialise in Investment and Retirement planning. I am also able to advise on protection planning, long term care, mortgages and equity release. My aim is to provide a ‘no jargon’ approach which my clients appreciate - all conducted from my office or the comfort of your own home. I consolidate my advice with a reliable review service that strengthens client relationships and helps build further business via referrals. Initial appointments are at no cost to you, and there is no obligation to proceed with any of our services.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Fresh Approach Financial Planning Limited is an appointed representative of 2plan wealth management Limited. It is authorised and regulated by the Financial Conduct Authority under no: 831297.
Registered address: Open Space, Chequers Close, Enigma Park, Malvern WR14 1GP.
Registered in England under no: 07993776
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