Holdaway Financial Services Ltd
PO Box 64 Torrox Business & Community Hub
Avenida del Penoncillo 46
Torrox Costa, Malaga 29793
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.
Male/Female or couples ideally aged 40-60 Business Owners or Senior Employees Sporting or Armed Services background
Fellow of the Personal Finance Society (FPFS) Associate of the Chartered Institute of Securities & Investment (ACSI) Chartered Financial Planner (Chartered Insurance Institute) Financial Planner European Financial Planning Association
Fixed fee of €3000 for EVO part of EVOKE process €5000 for couples-this includes your initial, highly personalised Financial Plan, and Lifetime Cashflow model. For the KE part of he EVOKE process, my fees depend on where you are resident. As I am not currently regulated with the Financial Conduct Authority (FCA), although I am still on the FCA register. If you are in the UK, and if necessary, I can coach you to implement any financial products yourself, at an hourly rate of €250. It is very simple, and should not take more than a few hours- depending on the number of products required. However, it will still cost you far less than letting a regulated adviser do it for you. If you are anywhere else in the world, I am regulated by the Malta Financial Services Authority (MFSA) under MiFID rules. Initial implementation fee - fixed fee from €1500 for arranging financial products, depending on the number and complexity of the products. Ongoing advice/review fee is based on the level of service required but is a minimum of €1500 pa €2500 for couples. That is for an annual review and Portfolio rebalancing,. For more regular reviews or complex cases the annual review fee will be higher, with an absolute maximum fee of €7500 pa.
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