Money Honey Financial Planning

Independent Financial Adviser  20-22 Wenlock Road, Greater London, N1 7GU
First meeting at adviser's own cost
Chartered Financial Planner with over 30 years experience. Pension transfer specialist. Focused on long term, strong relationships. Advice over video-conferencing.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Equity release
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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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Socially responsible investments
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Lump sum
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Regular savings
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Savings for children
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Capital gains tax
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Estate planning
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Taxation planning
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Rest of world
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
MS Jane Hodges
Chartered Financial Planner

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This exam accesses understanding of the financial services and their regulation.

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.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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 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 examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Care advice standard Later Life Accredited Adviser Retirement advice standard Chartered financial planner - individual adviser accreditation
About us

Accumulate wealth, not fees ...with a choice of services.

We can provide you with guidance, self-service or a full-advice service, so you can choose exactly what suits your knowledge and experience and your budget. You can work with us as a one-off, or you can retain us, so then become your long-term advisor, always looking after your interests.

We specialise in helping you with the complexity of using your savings and assets to provide the income and the security you require as you move from full-time work to full-time retirement, and all the stages in-between. We take into account your later life needs and construct financial plans to enable you to pass on your hard earned life savings to future generations effectively and tax-efficiently.

Money Honey’s award winning service is different as we offer an entirely digital experience utilising the internet, video-conferencing and secure communications that allow us to keep our fees permanently low and this enables us to provide an efficient service, without having to pass on the usual fixed costs of plush offices, printed brochures and other overheads. All of this means we can offer you substantial savings as long as you are happy to work like this.

Our services

Unlike many advisors, we start our services at £500 for the first stage of an advice process- which will involve building your profile, assessing and providing an Attitude-to-Risk report, carrying out your baseline lifetime cashflow model and a short report on areas you should be considering. You can then choose whether to go further and receive a full personal recommendation and/or ongoing support.

I can also offer FCA regulated advice to UK expats in Europe, Canada, Australia and New Zealand.

Our special offer includes the first consultation to see if this could help you and 30 mins of free guidance.

Where to find us
Head office address: 20-22 Wenlock Road, Greater London, N1 7GU
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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