PPA Wealth Ltd

Independent Financial Adviser  Carrwood Park, Leeds, West Yorkshire, LS15 4LG
First meeting at adviser's own cost
First meeting is free, no hard sell, fees agreed upfront. The right advice, both now and ongoing.
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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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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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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Allan Dodds
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

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.

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

Accreditations
Chartered Financial Planner
About us

We are a boutique advisory firm, employing only Chartered Financial Planners. We are Leeds-based, but are happy to meet at your home.

Our services

We take things at a pace to suit you - no hard sell. We keep it simple so everyone knows what's what. We specialise in advice to older and/or vulnerable clients.

Where to find us
Head office address: Carrwood Park, Selby Road, Leeds, West Yorkshire, LS15 4LG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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