Structured Financial Planning Ltd

Independent Financial Adviser Glebefield, 21 Links Terrace, Peterhead, AB42 2XA

Response rating

7.0/10

17th June 2019

Our management of wealth is about growing our clients assets steadily over time whilst limiting any potential down-side.

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Savings
- Savings for children

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Meet our advisers

Richard Evans MA Hons, APFS

Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

AF5 - Financial Planning Process (CII)

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

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

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.

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.

G60 - Pensions (CII)

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

K10 - Retirement Options (CII)

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

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.

Accreditations

Where to find us

Glebefield, 21 Links Terrace, Peterhead, AB42 2XA

Make an enquiry

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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
Pensions & retirement
- Stakeholder
Savings
- Savings for children

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

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

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Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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