Brookfield Financial Planning Ltd

Independent financial adviser  Moss House, Altrincham, Greater manchester, WA15 8GZ
First meeting at adviser's own cost
Chartered Financial Planners specialising in Investments, Pensions, Trusts and Inheritance Tax Planning.
We can advise you on
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Claire Manterfield BSc(hons), FPFS
Director & Independent Financial Adviser

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

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, mortgage products, repayment options and the giving of mortgage advice.

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

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.

Accreditations
Chartered Financial Planner
Nicholas Manterfield BA (Hons), FPFS
Director & Independent Financial Adviser

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, mortgage products, repayment options and the giving of mortgage advice.

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

Accreditations
Certified Financial Planner Chartered Financial Planner
About us

Family run firm of Independent Financial Advisers and Chartered Financial Planners. Established over 20 years.

Where to find us
Head office address: Moss House, Moss Lane, Altrincham, Cheshire, WA15 8GZ
Preferred clients
Minimum mortgage value
£0
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
7.0/10
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FCA authorised
Last authorised 19th October 2020

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