Mazars Financial Planning Limited
14th October 2019
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
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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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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Expatriate finances
- EEA
- Rest of world
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Business
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
Meet our advisers
Nicholas Nesbitt
Director
Qualifications & Accreditations
CF5 - Integrated financial planning (CII)
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
CFP - Certified Financial Planner Licence (IFP)
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
Diploma In Financial Planning (CII)
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
J05 - Pension Income Options (CII)
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.
J02 - Trusts (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
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.
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.
CF1 - UK financial services, regulation & ethics (CII)
This exam accesses understanding of the financial services industry including regulation and legislation.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
Accreditations
Daniel Foy
Private Client Financial Planner
Qualifications & Accreditations
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
AF2 - Business Financial Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to business.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
J03 - The Tax and Legal Aspects of Business (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
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.
Regulated Diploma in Financial Planning (CII)
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
R08 - Pensions Update Programme
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
CF1 - UK financial services, regulation & ethics (CII)
This exam accesses understanding of the financial services industry including regulation and legislation.
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Accreditations
Where to find us
Mazars Financial Planning Limited, 1 St. Peters Square, Greater Manchester, Manchester, M2 3DE
Make an enquiryAbout us
Mazars Financial Planning is the specialist financial planning and investment arm of Mazars LLP, an international accounting and business advisory firm, with 18 offices/1000 employees in the UK and over 6,000 staff in 58 countries throughout the world.
The Company provides a wide range of fee-based individual and corporate services, including investment management, tax planning, pensions advisory, strategic planning and protection issues. All staff are either professionally qualified, or working towards relevant qualifications.
Our services
Our team of professionals across financial planning and tax, has a wealth of experience dealing with corporate tax, personal tax, wealth management and pension issues and can evaluate and agree plans which protect and maximise your wealth and may not be achievable in isolation. Whether your financial affairs are straightforward or highly complex, we make time to talk with you to gain a very thorough understanding of your needs, objectives and plans for the future and will then identify planning opportunities and potential pitfalls and, where appropriate, work with you to establish bespoke solutions.
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