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Frequently asked questions:
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Are you regulated by the FCA? (Financial Conduct Authority)
Molveno Wealth Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority. ValidPath are the network for Independent Financial AdvisersTM. They give us access to best-in-class products, software, plus regulatory and compliance frameworks.
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What are your qualifications?
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Chartered Financial Planner
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Advanced Diploma in Financial Planning (CII)
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Diploma in Regulated Financial Planning (CII)
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Certificate in Discretionary Investment Management (CII)
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Certificate in Mortgage Advice (CII)
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Certificate in Investment Operations (CII)
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What fees do you charge for your services?
Our fees are shown for each stage of our planning process on the 'Our Process' page. These fees are NOT subject to VAT.
We also have a specialist optional proposition for people with under £100,000 of personal assets (not including property). This starts from £55 per month. Contact us to find out more.
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Where did the name Molveno Wealth Planning come from?
Molveno is a beautiful lakeside village in Italy that represents financial freedom to our Founder George. Having 'Planning' in the title rather than 'Management' is key as we do much more than manage existing investments for our clients.
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At what stage do I commit to going ahead and begin incurring fees?
The entire discovery phase is free and without any obligation. After our 'discovery' meeting, if you would like to proceed, we will ask you to sign our client agreement which would commence the creation stage and associated planning fee for this stage. There is no pressure to do this in the meeting.
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What is cashflow planning and cashflow forecasting?
It is a software enabled method that we use to model your financial future to help you make decisions about your finances and your life.
Watch this video to find out more:
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