Monica Harrison

//Monica Harrison
Monica Harrison 2017-08-16T12:15:52+00:00

Project Description

FPFS, Chartered Financial Planner
Areas Covered: Blackburn & Darwen, Preston, The Fylde Coast, Southport and  Manchester.

  • 1740158191 Monica Harrison
Monica joined True Bearing to further her career in the world of independent financial advice. She had previously worked for a firm only offering restricted advice. Having spent the majority of her career with larger businesses, she was attracted to True Bearing as they were an ideal fit with her ambition to work for a strong local, community minded firm.

Monica is passionate about providing an excellent service and consistently puts the client at the heart of everything she does. Building trust with her clients is vitally important to her and she works extremely hard to establish a good rapport with all her clients. Keeping her clients up to date with relevant changes in taxation, regulation and economic developments is at the forefront of everything she does. This gives them peace of mind that their financial affairs are being dealt with in their best interest. Monica believes this is why so many of her clients recommend her to friends and family.

Providing advice on pensions, investments, protection and inheritance tax planning, Monica has a wealth of experience in putting together financial advice strategies for clients. She believes that financial advice is often filled with complicated technical jargon and can be very daunting for the client. She ensures that she breaks through the technical information and provides simple, understandable advice to help the client make the right choice in achieving their financial goals.

For six years Monica worked on the NHS pension scheme with hospital consultants, helping them through the pension reform minefield. She is very passionate about this area of work. She still sees it as a big issue going forward. She enjoys working through and creating solutions for her clients in this capacity.

Monica is highly qualified, having attained Chartered Financial Planner status. She believes her studies are an essential part of keeping abreast with the complex and ever changing financial regulatory landscape.

Outside of work Monica lives in Darwen with her partner and two children. She enjoys attending fitness classes at her local gym where she gets the motivation to keep up a fit and healthy lifestyle.

For Advice On:

  • Investment planning
  • Retirement planning
  • Taxation planning
  • Life and income protection
  • Trusts
  • Long term care planning
  • NHS pension scheme


Qualifications:

AF1 – Personal Tax and Trust Planning
AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process

CF1 – UK financial services, registration and ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5- Integrated Financial Planning
CF6 – Certificate in Mortgage Advice
CF8 – Certificate in Long Term Care

ER1 – Equity Release

FP1-2 – Financial Planning Certificate

J01 – Personal Tax
J02 – Trusts
J10 – Discretionary Investment Management

R01 – Financial Services, Regulation
R04 – Pensions and retirement planning
R06 – Financial planning process

SV1 – Savings and Investments

Monica-Harrison-Jan-17-200x300 Monica Harrison
Monica HarrisonChartered Financial Planner
Office: 01257 260011
Mobile: 07787 656230 
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