Kingsway Meeting Rooms
40-41 Foregate Street
Worchester, WR1 1EE
Phone: 07725 784 348
Training: 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.
I specialise in financial life planning. I help people to create a robust and flexible financial plan which truly reflects their needs and aspirations.
About My Practice
De Montfort has been in business for ten years and our philosophy is to ensure that we serve our clients\\\' interests at all times. We engage our clients in a clearly defined financial planning process which helps them to identify, achieve and live the life they deserve.
About Nicholas Lee
I have been in financial services for thirty-two years. I am also a qualified traditional acupuncturist with twelve years experience. My belief is that people need someone whom they can trust, someone who will help them to be pro-active about their financial planning and enable them to make decisions which will serve their best interests now and in the future.
Our clients tend to be business owners and managers in their forties and beyond who understand the importance of financial planning. They usually have many questions about investment and estate planning and working out whether or not they are financially independent. Very often they are looking for ways of re-focusing their lives on themselves and away from the rough and tumble of business.
Diploma in Financial Planning from the PFS
RLP ® Since
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