The Money Map (Financial Navigation) LLP
9th September 2019
We offer a excellent advice service in a plain speaking, honest and client friendly way.
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
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
-
Business
- Employee benefits
- Group pensions
- Group protection
-
Long Term Care
- Long term care
Meet our advisers
Mark Downing DipPFS Cert CII
Partner
Qualifications & Accreditations
J08 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
J04 - Pension Funding Options (CII)
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.
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.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
HR1 - Home Reversion Plans (CII)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
CF7 - Certificate in Lifetime Mortgages Activities (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
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.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
J01 - Personal Tax (CII)
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.
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.
What our clients say
I just wished to drop you a quick message to express my thanks for the help and advice you gave me with regard to the recent purchase of my annuity.
It is, of course, a very important decision to make and I felt that it was handled swiftly, efficiently and professionally and the advice I received enabled me to obtain the best result from the options available in the marketplace.
With kind regards
Brian
As I have a medical condition, I decided to use the “Open Market Option” to seek an enhanced policy from another annuity provider. I found Mark Downing at The Money Map extremely helpful in my search.
Not only did The Money Map obtain an annuity 27% more than my original pension provider, but also provided a 10 year guarantee, which of course gave me peace of mind. The whole operation went very efficiently and smoothly, thanks to Mark, even avoiding the latest stock market crash.
Thank you Money Map.
Regards
Michael
Where to find us
30 Thorncliffe View, Chapletown, Sheffield, S35 3XU
Make an enquiryAbout us
The Money Map (Financial Navigation) offers Independent Financial Advice delivered in a clear and concise manner, our advice is further enhanced by way of a written, ongoing service guarantee. Because we agree our charges with you in advance, we cannot be influenced by product providers. We offer a truly independent approach towards all aspects of financial planning and provide innovative solutions for all your financial needs.
Our services
Provide quality advice in a professional manner in a honest and plain speaking way. We pride ourselves on providing an ongoing review service so you are not left without advice once you have made your initial Investment or financial decision.
Similar advisers near you
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
Fully qualified professional independent financial adviser with over 20 years experience offering friendly impartial advice for individuals and corporate clients.
As a Chartered Financial Planning firm, Thomas Heald provides clear, transparent and affordable financial advice to individuals and corporate clients.
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.
