This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 mortgage process and the principles of equity release.
Plan Money Ltd was founded to provide an environment where individuals or companies can receive unbiased holistic advice. The team of advisers has considerable experience in the financial services and banking industries. We work on a fee or commission basis.
My area's of expertise is in later life planning. Meaning anyone from age 55 upwards that needs assistance with pre, post and at retirement planning. I also specialise in funding for care and equity release.
In regards to mortgages (not equity release mortgages) then I will refer my clients to my in house colleague Penny Hurrell.
I am also a pension specialist, but final salary pension transfers is something Plan Money no longer give advice on.
Our desire is to be your partner in creating security and building wealth. We hope to earn the right to work with you now and in the future. We believe it is important for us to be clear about how we work and the services we offer because this will help ensure your expectations are met. Our service can be broken down into three stages: Research and Assessment, Implementation, On-going Service We take ownership and responsibility for our immediate guidance and advice. How our relationship works beyond that will be determined by your requirements and preferences.
Plan Money Ltd, Bentley House, Forge Lane, Great Bentley, Essex, Colchester, CO7 8GD
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.