Structured Financial Planning Ltd

Independent Financial Adviser  Glebefield, Peterhead, Aberdeenshire, AB42 2XA
Our management of wealth is about growing our clients assets steadily over time whilst limiting any potential down-side.
We can advise you on
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Stakeholder
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Savings for children
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Richard Evans MA Hons, APFS
Chartered Financial Planner

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 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 knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

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.

Accreditations
Chartered Financial Planner
About us

Structured Financial Planning Ltd offer impartial advice to individuals and businesses. All individuals are experienced and well-qualified. Appointments are available at a network of offices throughout the North-East.

Our services

Structured Financial Planning was founded in 2004 to service the financial planning needs of both individuals and businesses throughout the North-East of Scotland in what we believe is a different and better way.

Too often in the past financial services has been based on a product sale. We aim to build long-term ongoing relationships with our clients based on trust and professionalism, managing and reviewing assets on a regular basis, growing our clients and their family's wealth tax-efficiently.

Where to find us
Head office address: Glebefield, 21 Links Terrace, Peterhead, AB42 2XA
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
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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