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  11. Hurstwood Financial Planning

Hurstwood Financial Planning

Independent Financial Adviser  The Farm House, Macclesfield, Cheshire, SK10 2ZP
First meeting at adviser's own cost
Hurstwood Financial Planning offers personalised financial planning to help you find clarity, set your goals and create and implement a plan to help you reach your financial goals. Chartered Financial Planner offering 'Gold Standard' financial planning.
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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OEICs
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Socially responsible investments
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
Paula Lawson
Independent financial adviser

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.

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 examination assesses a knowledge and understanding of financial protection plans.

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

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

What our clients say
With both of us approaching retirement age and having a variety of different pensions and investments we felt we needed professional advice as to how best to rationalise these to provide decent returns and hopefully enable us to enjoy secure incomes during our retirement years. Paula has taken the time to understand our requirements and attitudes to risk. With an approach that is always clear and refreshingly free of financial ‘mumbo-jumbo’ she has provided sensible and trustworthy advice, during the 5 years we have worked with her.
Jeremy & Maggie, Altrincham
I’m delighted Paula has decided to start her own company. Paula has been advising me for five years now and I have moved companies to keep her as my adviser. I feel now that she can have more autonomy in the advice she gives, tailoring it to my specific needs. When I first met Paula I had my own business and was unsure of when I’d be likely to retire. She helped me plan ahead and seemed to intuitively understand my vision for retirement. Paula has given friendly, honest, realistic advice and has been able to explain in a clear, concise, manner. When we meet for regular updates she brings clear graphs and charts enabling me to see things in a visual format. I’d highly recommend Paula as an adviser.
Janet, Timperley
My pension woes were paying into two Abbey Life funds, a current work pension, as well as having two defunct other pensions and not having the foggiest where all this was leading. Paula helped me to navigate through the quagmire and nightmare of juggling three ongoing pension pots whilst sitting on two old previous employee pension funds. We consolidated these and simplified things in the run up to my retirement.
Ian, Sale
Coming up for retirement I realised that I needed to make whatever money I had saved work for me. The more I looked at places to invest the more confused I became. I needed advice. Paula has spent a great deal of time with me assessing my needs and after advising me on areas of investment she has continued with regular updates and is always available to answer any queries I may have. I have every confidence in Paula. I now have peace of mind and more money in my portfolio thanks to her expertise.
Eileen, Cheshire
Our services

We help you plan for and reach your financial goals, whatever they might be.

You might have money worries at the moment, Covid-19 and the impact of the pandemic has presented financial challenges for many this year. Perhaps you have been made redundant and want to figure out what to do next, or find out whether accessing your pension plan savings is the right thing to do. We can help you clarify your financial worries and provide solutions so you can reach your financial goals.

Where to find us
Head office address: The Farm House, Cold Arbor Drive, Macclesfield, Cheshire, SK10 2ZP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 2nd August 2021

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