Tucana Financial Planning

Independent Financial Adviser Cherry Trees, Back Lane, Cross in Hand, Heathfield, East Sussex, TN21 0QH

First meeting at adviser's own cost

Response rating

9.0 /10

9th December 2019

Tucana Financial Planning is not your ordinary financial advisory practice. We do not sell products, we advise!

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
Financial planning
- Wealth management
Investments
- ISA / Unit Trusts / OEICs
- Investing for income
- OEICs
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

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Meet our advisers

Lance Baron CFP

Chartered Wealth Manager

Qualifications & Accreditations Hide qualifications

CFP - Certified Financial Planner Licence (IFP)

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.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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.

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.

AF5 - Financial Planning Process (CII)

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

SV1 - Saving and Investment (CII)

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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.

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.

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.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

Chartered Wealth Manager

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

Accreditations

Where to find us

Cherry Trees, Back Lane, Cross in Hand, Heathfield, East Sussex, TN21 0QH

Make an enquiry

About us

We provide a financial planning service to all of our clients.
We provide clients with three fundamental benefits:
1. Aligning their financial choices with your most important goals and deeply held values.
2. Ensuring their entire financial house is in perfect order and keeping it that way forever.
3. Ensuring that no matter what happens in the markets, the economy or the world, they will have the highest probability of achieving your goals.
Our approach with all new clients is to meet with them in order to understand their circumstances and their goals.

Our services

We aim to change the way you think about investing. Our investment portfolios utilise decades of academic research in order to provide you with a structured and ultimately successful investment experience. We do not speculate, forecast or attempt to predict the future in the way that so many others in the financial services industry do. Instead, we seek an evidenced-based approach to investment management, which minimises risk, costs and tax whilst enabling you to achieve your financial goals and objectives.

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

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
Financial planning
- Wealth management
Investments
- ISA / Unit Trusts / OEICs
- Investing for income
- OEICs
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

FREE financial health check + £50 off the cost of advice Select

Preferred clients

Minimum wealth (income/assets)

£500,000

Minimum pension value

£500,000

Minimum mortgage value

£0

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Contact options

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a call back Show number Recommend to a friend

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