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This service provides membership based generic financial advice for an initial low start up fee and a small ongoing monthly fee. Pre-paid Adviser time units available for one-to-one advice.
In certain situations, this service may not be as appropriate as other services such as those offered by debt counsellors or Independent Financial Advisers (IFAs). We will tell you if we think you will be better going to another type of adviser.
As a member of this service, you will have access to the membership zone which will be regularly updated with money saving and financial planning tips as well as links to other sites and literature.
The aim of My Financial Plan is to engage generic financial advisers on a nationwide basis. Here we include the profiles of Financial Advisers who have committed to provide generic financial advice through My Financial Plan:
Martin is the architect of My Financial Plan. He has worked as an Independent Financial Adviser since 1987 and has run his own IFA firm since 1996. He has the Financial Planning Certificate qualification, as well as the G60 pension qualification and CeMap mortgage advice qualification. Martin is married with two children and is a committed Christian. In financial planning terms, Martin believes that it is essential to first analyse what individuals currently spend their money on and to then have a detailed discussion about objectives and priorities. Martin's contact phone number is 01322 669059.
Although the advisers are, or have been, authorised and regulated by the Financial Services Authority in other capacities, it is important to remember that generic financial advice as given by My Financial Plan is NOT authorised or regulated by the Financial Services Authority as My Financial Plan does not provide product related regulated advice.