Life Matters Financial Planning
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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 protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
We are a boutique-by-design lifestyle and financial planning firm based in Poole, Dorset. Our approach turns traditional financial advice on its head and focuses on providing clear, straightforward solutions that deliver your lifestyle goals.
Whether your desire is to retire early, ensure you leave a legacy for your loved ones, or sail around the world, we take the time to understand you, your priorities, passions and concerns for the future. We join up the dots of your existing financial arrangements to create your lifetime financial plan; Your Big Picture™.
We work with a select group of clients from the following groups:
• Business owners thinking about selling or retiring
• Senior executives transitioning to retirement
• People in the active phase of retirement
We believe our role as a leading financial planning firm is to empower you to make great decisions. Our clients achieve great results through our combination of behavioural coaching, uniquely structured financial planning process and extensive wealth management expertise.
Our focus is on helping you see what is possible and providing you with the support and the tools to achieve it.
Our structured approach allows you to see what is possible, whilst our support and guidance enables you to achieve it.
Clients choose us because:
- We’re lifestyle financial planners, we start with you and what you want from life
- We charge fixed fees, so our relationship is with you, not your money
- We offer a fee guarantee, to make lifestyle financial planning ore accessible
- We’re a highly rated, giving you peace of mind that you’re making the right choice
- We know life isn’t a rehearsal, we’ll help you live your best life
What you want to achieve and what matters to you will be unique, but what you can expect from us remains the same:
• A process that simplifies the complicated
• A lifetime financial plan
• A responsive and personal relationship
• A collaborative and empowering process
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial 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
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