GETTING THE RIGHT ADVICE MEANS SPEAKING TO THE RIGHT PEOPLE

 

We are members of the Paradigm network. There are many IFA networks but we have chosen Paradigm because they put our customers at the heart of the decision making processes. They also offer us a lot of unique services, such as Jargon Free Pensions, wrap facilities for both individuals and companies, model portfolios and exclusive mortgage products.

 

Sarah Lock Dip PFS is a highly qualified adviser, able to cover all aspects of financial planning – life insurance through to company pensions. With many years in the industry, she is the managing director of the business and has a passion for finding the right solutions for clients. She works mainly (but not exclusively) in Suffolk and Norfolk. Her hobbies include gardening, running and spending time with her dogs!

 

Chris Mason has been an independent financial adviser for more than 20 years. He has long standing relationships with many clients across Suffolk and Cambridgeshire and offers advice on pensions, mortgages, life insurance, corporate benefits and investments. His interests include supporting the Chernobyl Childrens Lifeline charity and he is involved in many aspects of his local community.

 

Lynne Clark is our office manager. She has been with the business for 7 years and runs all the back office systems. Lynne will often be your first point of contact when you call the office. Lynne has 2 young sons and enjoys dance classes.

 

Ross Le Maire has recently joined ASLFP on an apprenticeship to become a financial adviser. Having completed his A levels in Business Studies, Computing and Product Design, he brings some fresh ideas into the business. He enjoys Thai Boxing and watching motorsport.

 

 

ASL Financial Planning Ltd –is an appointed representative of Paradigm Financial Advisors Ltd. Paradigm House, Brook Court, Lower Meadow Road, Handsforth, Wilmslow, Cheshire SK9 3ND which is authorised and regulated by the Financial Services Authority.
 
The ASLFPTEAM

Ross has now finished his “temporary” work during the summer holidays and has moved onto a permanent contract with ASLFP. He is due to start his apprenticeship studies via Colchester Institute in October.
Congratulations to Chris who has recently passed his R01 Diploma exam. This covered all of the updated regulation surrounding our industry. He is now studying in readiness to sit R02 which covers Investment principles and risks and R05 which covers financial protection. All of these exams will go towards his Diploma in Financial Planning.
Sarah has been studying for her next exam towards her goal of achieving Chartered Financial Planner status. She is due to attend the Paradigm conference later this month in order to hear about the launch of the Wrap technology for businesses.
Lynne is working on ensuring that our data base is current and accurate as well as managing our financial year end and all that is involved with that.
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