The Money Map (Financial Navigation) LLP

Independent Financial Adviser  30 Thorncliffe View, Ecclesfield, South yorkshire, S35 3XU
First meeting at adviser's own cost
We offer a excellent advice service in a plain speaking, honest and client friendly way.
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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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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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Corporate pension
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Employee benefits
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Group ISA
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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
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Mark Downing DipPFS Cert CII
Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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.

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.

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

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

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

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

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.

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.

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.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

What our clients say
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
Michael Lanaghan, Kent
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
Brian Workman, Sheffield
About 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.

Where to find us
Head office address: 30 Thorncliffe View, Chapletown, Sheffield, S35 3XU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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
10/10
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FCA authorised
Last authorised 25th May 2020

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