88 Victoria Rd, Morley
Leeds, West Yorkshire LS27 8LS
Phone: 0113 2525737
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
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.
Someone who wants to do more of what they do like, & less of what they don't!
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.
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
Industry Start Date