Prosperity Financial Planning

Independent Financial Adviser 27 Tarn Moor Crescent, Skipton, BD23 1LT

First meeting at adviser's own cost

Response rating

7.0 /10

12th August 2019

Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions. Tel:

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Make an enquiry Request a call back 01943 613870 Recommend to a friend

Meet our advisers

Lee Windle MBA APFS

Chartered Financial Planner / Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

SV1 - Saving and Investment (CII)

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.

G10 - Taxation and Trusts (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

APFS - Associate, Personal Finance Society (PFS)

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.

ER1 - Equity Release (CII)

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.

AFPC - Advanced Financial Planning Certificate (CII)

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.

AF5 - Financial Planning Process (CII)

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

G20 - Personal Investment Planning (CII)

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.

J05 - Pension Income Options (CII)

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.

J02 - Trusts (CII)

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.

GR1 - Group Risk (CII)

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

G60 - Pensions (CII)

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

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Accreditations

Where to find us

27 Tarn Moor Crescent, Skipton, BD23 1LT

Make an enquiry

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

Compliance

Prosperity Financial Planning is a trading name of 2Plan Wealth Management Ltd. 2Plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA Register (www.fca.org.uk) under reference 461598. Registered office: 2Plan wealth management Ltd, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. .

Make an enquiry Request a call back 01943 613870 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Compliance

Make an enquiry Request a call back 01943 613870 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01943 613870 Recommend to a friend

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