Utopia Wealth Planning Ltd

Independent Financial Adviser  128 Dargate Road, Whitstable, CT5 3AG
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
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
Buy my next home
check
Equity release
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
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group life insurance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 26th July 2021
Meet our advisers
Mr Justin Tuck

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.

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.

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

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

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.

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.

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.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

Established in 2018, the team at Utopia Wealth Planning has many years experience providing practical financial planning advice to people, families and businesses principally in Kent and London areas.

Our services

We provide individuals and businesses with independent financial advice on practical and relevant solutions to help them to meet their financial objectives. Of course, we’ll be happy to discuss your own personal situation and goals with you.

Where to find us
Head office address: 128 Dargate Road, Yorkletts, Whitstable, CT6 7NZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
check
FCA authorised
Last authorised 26th July 2021

Similar advisers near you

Independent Financial Adviser 2.55 mi
You. Your family. Your welfare. Your legacy. These are your priorities, these are my priorities.
 
Independent Financial Adviser 2.57 mi
Your money is precious, so let us help you make the most of it.
 
Independent Financial Adviser 2.57 mi
Despite Covid-19 our technology enabled business is able to operate normal hours and via our usual phone numbers. We have an online meeting facility or phone and email depending on your preference. Let us help.
 
Restricted - whole of market 3.18 mi
As a Financial Planner, I get to inspire my clients. My passion for knowledge has led me to achieve the highest qualification as an adviser and being elected to become a Fellow.