Fresh Approach Financial Planning jobs and careers

About Fresh Approach Financial Planning

Independent Financial Advice I have many years’ experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way. Of course every client is unique, and so my approach is entirely personal. The aim is to get to know each individual and understand what is important to them. As an independent advice business, Fresh Approach has excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you will also benefit from a network of trusted professionals. In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold higher levels of qualification than ever before. In addition to passing the new exams, each adviser must also hold a current ‘Statement of Professional Standing’ (SPS certificate). This not only indicates that we have signed up to a code of ethics but also evidences that we have completed at least 35 hours of professional training each year - to keep up to date with changes in the industry, taxation and regulation. The SPS certificate provides positive reassurance to our clients that not only are we authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and competent. Get in touch when you’re ready to talk about your personal financial needs. Fresh Approach Financial Planning Limited is an appointed representative of 2plan wealth management Limited. It is authorised and regulated by the Financial Conduct Authority under no: 831297. Registered address: Registered address: Open Space, Chequers Close, Enigma Park, Malvern, WR14 1GP. Registered in England under no: 07993776