88 Victoria Rd, Morley
Leeds, West Yorkshire LS27 8LS
UK, England
Phone: 0113 2525737
Email: wuf955@icloud.com
Training: Active Registered Life Planner® more info
Specialties
Financial Planning & Wealth Management (Pensions & Investments etc)
The difference being, we start with you!
If you think about it logically, how can we advise you on your money & resources if we don't know all about you. We have a fun and interesting way of helping you clarify all the things that are important to you.
About My Practice
We aim to provide peace of mind, financial security, and the confidence to get on and enjoy life whatever is thrown at you.
Ideal Clients
Someone who wants to do more of what they do like, & less of what they don't!
Qualifications
Our most precious qualification is the Registered Life Planner accreditation. It's that important I have taken to helping the Kinder institute to teach UK based financial advisors.
Compensation
Fixed Fee for the initial Financial Planning work. A separate fee should you need to implement any of our advice, and a third separate fee to review your plans, to ensure you remain on track, whatever is thrown at you.
RLP ® Since
2011
Industry Start Date
1996