Designer Wealth Management
Fox Pond House
2 Fox Pond Lane
Oadby, Leicestershire LE2 4RY
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.
About My Practice
Would you feel reassured, if during times of change in the economy, stock market or with property prices, you had planned ahead; with the aim of not only to survive, but also with a chance to thrive? What if you could protect your assets, but also embrace the very environment that was creating all the fear you see around you? We help clients and their families create multi-generational wealth to help towards:
Will I have enough money to do all the things I want to do? and
Am I doing everything I should be doing with my money?
Of course, we will look at your pensions, investments and every other aspect of your financial planning; but more than that, we will give you a clear vision of your future without the stress that comes from worrying about money.
We will partner with you over the long term, giving you and your family the support and advice you all need, now and in the future, to really live life to the full.
The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invested.
Advanced Diploma in Financial Planning - APFS Diploma in Financial Planning - DipPFS Diploma for Financial Planners - DipFA Management - MSc Pharmaceutical & Cosmetic Science - BSc (Hons)
RLP ® Since
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