Postcard Financial Planning Ltd

Independent Financial Adviser  Business Central, 2 Union Square, Darlington, Durham, DL3 8HL
First meeting at adviser's own cost
Our Director Rohan is one of only a few thousand pension specialists in the UK.
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 & 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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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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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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OEICs
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.1/10
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FCA authorised
Last authorised 1st June 2020
Meet our advisers
Rohan Sivajoti
Director

This unit concentrates on products, services and legislation that inform the financial planning and advice process.

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Having achieved the IFS Level 6 Diploma in Financial Advice, 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.

What our clients say
When we first started looking for a financial adviser we felt out of our depth and we really didn’t enjoy the process at all until we found Rohan. Rohan has made planning for our future simple and most of all exciting. He has taken the time to explain the jargon and personalise our plan for our future and because of this we understand our finances more than ever. We trust Postcard Planning implicitly and we would highly recommend them to anyone.
Mr & Mrs Colenso, Yorkshire
Rohan was both professional and caring. He listened to my request with regard to my re-mortgage. He couldn't have been more helpful and supportive. He found me a great deal and saved me a lot of money. I am a low earner and a single Mum, I was dreading sorting out a re-mortgage. He made it so easy. I would not hesitate to recommend him to anyone requiring mortgage advice.
Ms H MacArthur, Yorkshire
For anyone wanting down to earth financial advice I would highly recommend Rohan Sivajoti of Postcard Planning Ltd. He recently gave me advice on my modest pension, helping me to decide when and how to draw it in order to maximise my finances. Initially I was sceptical about paying for a financial advisor but found Rohan on the ‘Unbiased’ website accessed through Money Saving Expert. He was friendly, approachable and knowledgeable. I would not hesitate to recommend him to anyone looking for straight forward, jargon free financial advice.
Mr B Cassell, Yorkshire
About us

The Retirement Planning Specialists. Simple as that.

Our services

Planning for retirement and what to do when you get there in a simple and understandable fashion. No jargon allowed!

Where to find us
Head office address: Business Central, 2 Union Square, Central Park, Darlington, Durham, DL1 1GL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 1st June 2020

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