Mazars Financial Planning Limited

Independent Financial Adviser  Mazars Financial Planning Limited, Poole, Dorset, BH15 1TW
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 15th January 2020
Meet our advisers
Andrew Milligan
Private Client Financial Planner

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

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 taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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 an understanding of the financial planning process when giving advice to clients.

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

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 analyse and apply financial information and portfolio management skills

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.

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

Mazars Financial Planning Limited, Merck House, Seldown Lane, Dorset, Poole, BH15 1TW

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 15th January 2020

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