Prosperity Financial Planning

Independent Financial Adviser  27 Tarn Moor Crescent, Skipton, BD23 1LT
First meeting at adviser's own cost
Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions. Tel: <phone number hidden>
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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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
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Lee Windle MBA APFS
Chartered Financial Planner / Independent Financial Adviser

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.

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 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.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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 assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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.

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 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.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Chartered Financial Planner
About us

Prosperity Financial Planning is headed up by Lee Windle. Lee has been awarded Chartered Financial Planner status in 2013, He is one of only a small number of IFAs regarded as having reached the industry's "Gold standard". Providing financial advice since 1996, he has a wealth of experience in helping clients to achieve their financial goals. Before establishing Prosperity Financial Planning, he worked as an adviser for six years at Armstrong Watson and prior to that, HSBC.

Our services

Focusing on building long term relationships founded on trust, we help to increase, manage and protect your wealth by providing bespoke quality financial advice. ‘Independent’ means just that, we are not tied to any one provider in recommending investments, policies or plans

By getting to know your values, aspirations and what makes you tick, we can then help you to achieve your financial goals. We guarantee:

• Chartered level financial expertise
• Face to face advice and personal reviews
• Recommendations tailored to your personal circumstances
• Regular investment/pension updates and communications
• Costs and fees laid out in advance

Where to find us
Head office address: 27 Tarn Moor Crescent, Skipton, BD23 1LT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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