Mazars Financial Planning Limited

Independent Financial Adviser  Mazars Financial Planning Limited, Edinburgh, EH12 5HD
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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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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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
7.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
Mr Kenny Stevenson
Financial Planning Manager

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.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

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.

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 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.

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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

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.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

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

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

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.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Colin Campbell
Financial Planning Manager

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This examination assesses a knowledge and understanding of financial protection plans.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

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.

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, Apex 2, 97 Haymarket Terrace, Edinburgh, EH12 5HD
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021

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Your personal wealth. Our personal responsibility. Enquire to arrange an initial meeting today, at no cost to you.