Your Financial Planning Ltd
Helping you take control through understanding, protecting and growing what you have for you, your family and your future.
We can advise you on
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Income protection insurance
Capital gains tax
Last authorised 26th October 2020
Meet our advisers
Financial Life Planner
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
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.
What our clients say
James became adviser to my husband and I many years ago, his advice has proved sound and now I am on my own it is a comfort to know I have such help at hand. He is kind and considerate in explaining matters to me, I know I can contact him whenever I need any advice.
Over the past years James has been most assiduous in his dealings with our finances. He provides detailed, sound advice and is happy to meet at short notice. We have really benefitted from his knowledge.
James gave us considerably of his time, was an avid listener and put us at ease throughout the whole process. At the end of our initial conversation we already feel more informed and have benefited from receiving some professional and expert advice. We very much appreciated James's personal attention and the benefits of being able to track our financial situation with the online tools of True Potential.
I have appreciated James's understanding of my requirements and the time he has spent researching the best answers.
His explanation of the new investments was most helpful and all my questions were answered to my satisfaction.
At Your Financial Planning Ltd. we would love to help you to find your freedom whatever that is. First we will help you clarify what is most important to you, then we create a plan to get you there and lastly we supply the financial advice needed to make your plan work. We work with True Potential for our back office services so you will benefit from cutting edge technology to help you do this.
As a client you will benefit from holistic financial planning together with tax-efficient investing to minmise the amount of tax that you and your family will have to pay. This means you will keep as much as possible of the wealth you have worked hard to accumulate. You can log into your personal client website at any time and from anywhere in the world to keep track of your plans.
Where to find us
Head office address: Jubilee Cottage, Lower Kingsbury, Milborne Port, Sherborne, Dorset, DT9 5ED
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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