Seventy Financial Planning

Independent Financial Adviser  16 Queen Square, Leeds, West yorkshire, LS2 8AJ
First meeting at adviser's own cost
Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
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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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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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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Payment protection 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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Commercial mortgages
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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 critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Chris Riley BSc (Hons) ACII, Cert (MP)
Chartered Financial Planner

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

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.

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, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Accreditations
Chartered Financial Planner
What our clients say
Chris is an excellent financial adviser. He is articulate and professional while being personable, accessible and accountable. He offers real opinions and advice built on sound theory and a detailed understanding of my personal and financial goals. Chris has very strong principles around transparency of cost of advice and his attitude to this serves to improve the integrity of the profession. Further to this his charges are excellent value for the level of experience, knowledge and expertise I get access too. As a professional in a very similar field I am very well placed to recommend Chris as an exceptional adviser who cares deeply for his clients and is committed to always doing the right thing.
Craig Taylor, Yorkshire
I first met Mr. Riley at the beginning of 2012. He spoke to my wife and I in terms which were easily understandable. He has always been patient in giving his advice and we have never been left with any doubts as to what would be happening with our investment or what level of fees would be charged. He is trustworthy and we have every confidence in him. He has always responded quickly to our telephone queries.
Tony, Yorkshire
Now well into our retirement, my husband and I realised that the investments we had accumulated over the years needed some research in order to ensure that we were getting the best from them to provide for our needs in old age. Chris has spent so much time with us, both on home visits and telephone discussions. He has an excellent knowledge of the financial markets and has the ability to explain the pros and cons of his recommendations. Nothing is too much trouble for him, he is very approachable and we know that we can ring him anytime to discuss any problems or concerns.
Wendy Stark, Leeds
About us

Chris Riley, Independent Financial Adviser and chartered financial planner, offers friendly and affordable advice at a pre-agreed cost. Chris has over 10 years of financial services industry experience, specialising in Retirement Planning, Pensions advice, your Pension options at retirement and tax-efficient planning strategies. An initial meeting, without cost or obligation, will give you the opportunity to discuss your current financial position, goals and priorities with Chris, who will explain the services we provide and the positive outcomes you can expect from working with us.

Our services

We explain Pensions and Investments in a clear and engaging way. If you are positioning your Pension Plans, Pension Scheme Benefits or Investments for retirement, or if you are being asked to make some key decisions around them, you need to understand all of your options. Only then can you make an informed choice and reach the most suitable outcomes. If you wish to prepare for retirement, make decisions at retirement, or review Pensions and Investments already in place, I would be delighted to help.

Where to find us

16 Queen Square, Leeds, LS2 8AJ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
9.0/10
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FCA authorised
Last authorised 17th February 2020

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