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Pennine Financial Plannings Lifestyle Planning System is based on several core planning philosophies designed to help you formulate and accomplish your desired Lifestyle and personal definition of success.

  • We are a fee-only investment adviser. This is important because it eliminates conflicts of interest that cloud objectivity and distract many other financial planners.

  • We take a comprehensive and holistic approach to the planning. This results in a more balanced and integrated plan.

  • We incorporate all aspects of financial planning as we evaluate your situation: retirement, investment, estate, tax, education, insurance, charitable, business and life goal planning.

  • The beginning of our process involves our helping you discover and document your specific and unique strengths, weaknesses opportunities and threats.

  • It is critical to formulate your vision of your future Lifestyle;
    * Your basic Lifestyle needs
    * Your desired Lifestyle
    * Your aspirational Lifestyle

  • Once we have identified your Lifestyle vision it is essential to analyse your current plan.

  • Understanding the gaps between your current plan and your vision of the future helps identify planning strategies that can more closely align your assets and financial decisions to your Lifestyle Vision.

  • Once developed, there needs to be a process to systematically implement your strategies.

  • It is critical to continually review and measure your progress.

  • Planning is not an event but an ongoing process.

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    treating customers fairly and retail distribution review

    Pennine Financial Planning Ltd is committed to providing the highest standard of financial advice possible. We take very seriously the requirements of the FSA, in particular the requirement to Treat Our Customers Fairly TCF and the Retail Distribution Review RDR.

    		 advice you can trust

    As members of the institute of financial planning we strive to offer honest and professional advice.

    Pennine Financial Planning Limited are committed to provide the highest standard of financial advice possible.

    		regulated by fsa

    Pennine Financial Planning Limited is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority (FSA No. 232283).

    Pennine Financial Planning Limited registered in England and Wales No. 5962655. Registered Office: 29 High Street, Morley, Leeds, LS27 9AL
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