Trusted Planning Ltd

Independent Financial Adviser  Stamford House, Sale, Greater manchester, M33 2DH
First meeting at adviser's own cost
Only British Standard BS8577 certificated firm in the region. All advisers Chartered, ISO22222 & CFP certificated. Call us on (0161)9052575.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Dan Brocklehurst APFS CFP Chartered MCSI Chartered Financial Planner
Managing Director

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

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

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 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 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 assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

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.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Certified Financial Planner Chartered Financial Planner ISO 22222- Personal Financial Planning
Graham Waterworth FPMI ACII CFP Chartered Financial Planner Chartered MCSI
Director

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

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Fellow members will have completed five years as an Associate Member and met the continuing professional development requirement for the last three years.

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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

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.

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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Certified Financial Planner Chartered Financial Planner ISO 22222- Personal Financial Planning
What our clients say
An entirely trustworthy and professional service delivered with kindness and patience to ensure the clients financial needs and requirements are met. Through listening carefully you quickly attained an understanding of my needs and requirements and with patience and skill guided me through the process of meeting and achieving those objectives. You are clearly very knowledgeable in your areas of expertise and your advice is appropriate and balanced. You possessed the skill necessary to explain all the options that were available to meet my objectives. Additionally you were aware when I didn't retain that understanding and took the time necessary to ensure I was in full knowledge of all the options. You demonstrated great empathy in this process and I thank you sincerely for your patience. I found the meeting notes very helpful in consolidating my understanding of items covered in our meetings.
Retired, Chortlton-cum-Hardy
Excellent service. I would recommend you to others.
Retired Judge, Manchester
I find your directors very professional and would recommend you to others.
Anthony Attwood, Tettenhall
Excellent advice, help and support, thanks.
Ken Parkinson, Company Director, Much Hoole
If I had been with Trusted Planning at an earlier time I have no doubt that I would be much better off financially. Extremely helpful and rapid responses to requests. I would certainly recommend them to others.
David Walker, Retired Orthopaedic Surgeon, Llandudno
Excellent service! Many thanks for your expert help. We would recommend you to others.
Sarah & Peter Whale, Darton
We feel secure with your advice and guidance and would recommend you to others as I know you would do a good job.
Llew Sadler, Ex-Company Director, Bolton
I would recommend you to others due to your very good service.
Ann Pearson, Failsworth
Having done my research into financial advisors your qualification and recommendation plus the excellent service I have received mean that I would recommend you to others. To sum up your service in one sentence I would say 'Trustworthy'.
Colin Hughes, Swinton
I would recommend you to others. I particularly appreciate that you think ahead to make sure the proposals will work as opposed to people who just want to sell a particular product
Consulting Actuary, Chorlton-cum-Hardy
It was a pleasure to deal with Graham over the few months it took us to finalise our retirement plans. Trusted Planning has an understanding of the retirement market and can explain it clearly. They helped us to understand our retirement options and put us in a position to take informed decisions.
Ian Carter, Hyde
I would recommend you to others as you trustworthy and you properly explain the financial advice that you provide.
Clinical Psychologist, Liverpool
They really took the time to get to know us and what we want before offering solutions and made sure we were entirely comfortable before implementing them. They are completely impartial and their fee structure reflects this. Not once have we felt they have tried to rush us or sell us something.
Retired Couple, Cheshire
Dan has acted for me for several years. He’s diligent, hardworking and trustworthy.
Simon Nixon, Founder, <url hidden> Groupl Plc, Chester
I was about to draw my directors pension. Without the help of Trusted Planning LLP I would have made an extremely costly mistake. It is likely the impact would have been a loss of over 50% over my expected lifetime. Several other important issues came out of their thorough review including identifying an out of the ordinary inheritance tax problem which our solicitor didn’t draw our attention to when recently reviewing our wills. Having had many bad experiences to date, I am relieved to have finally found a firm that acts in my best interests and with the relevant experience and expertise. I’d have no hesitation in recommending Trusted Planning LLP to anyone.
Semi-retired Company Director, Manchester
Trusted Planning prove their worth by making complex financial decisions easier to make. Having met many IFAs over the years, Trusted Planning LLP are the only one that I would trust with my money.
Company Director, Cheshire
About us

Choosing the right or wrong source of financial advice can make a huge difference to your financial future and general wellbeing. Trusting your financial future to an adviser always involves an initial 'leap of faith'.

Such an important decision should only be made after careful due diligence to determine whether the firm not only has the relevant qualifications, experience and expertise but also has its interests aligned with those of its clients. Of paramount importance is the motivation and ethics of the individual advisers and firm.

Our services

The advice provided by the majority of advisers places far too much emphasis on products, solutions and investments without really getting to know clients or fully understanding their objectives.

The primary objective of most if not all of us is to achieve and/or maintain our desired lifestyle without fear of running out of money (or dying with too much). We take time to get to know our clients, their current lifestyle and the lifestyle they aspire to. Only then do we proceed to analyse their current financial arrangements and help them plan to meet their objectives.

Where to find us
Head office address: Stamford House, Northenden Road, Sale, Cheshire, M33 2DH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 3rd August 2020

Similar advisers near you

Independent Financial Adviser 0.11 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 0.32 mi
Take control of your money before it takes control of you!
 
Independent Financial Adviser 0.5 mi
Specialist Pension Transfer Advisers and Financial Planners to UK residents and British expatriates around the world. We set up and maintain financial arrangements for our clients so that they can achieve their important financial goals.
 
Independent Financial Adviser 0.5 mi
We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.