88 Victoria Rd, Morley
Leeds, West Yorkshire LS27 8LS
Phone: 0113 2525737
Training: Master of Life Planning more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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