Mazars Financial Planning Limited

Independent Financial Adviser  Mazars Financial Planning Limited, Birmingham, West midlands, B3 2RT
First meeting at adviser's own cost
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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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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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 income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Laura Thursfield
Private Client Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

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.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

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

About us

Mazars Financial Planning is the specialist financial planning and investment arm of Mazars LLP, an international accounting and business advisory firm, with 19 offices/over 1700 employees in the UK and over 18,000 professionals in 79 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.

Where to find us
Head office address: Mazars Financial Planning Limited, 45 Church Street, West Midlands, Birmingham, B3 2RT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 6th July 2020

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