Holdaway Financial Services Ltd
'Blue Haze' Pago Montealegre
Parcela 423 Poligono 9
Torrox, Andalucia 29547
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) Affiliate of the Society of Trust and Estate Practitioners (STEP)
Fixed fee of €1500/€2500 for couples and monthly retainer of €50/€80 for life planning. Working with Chase Buchanan for regulated advice. Regulated by Cysec under MiFID rules. Initial fee - fixed/hourly rate or commission based for arranging financial products. Ongoing fees based on amount of AUM.
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