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Steve

A Friendly Offer of Accounting Support from Sirjeel

Hello Lamplighters,

We hope you're all doing well and making strides in your respective practices. We're delighted to share that Robin's website is now live, paving the way for more meaningful client interactions.

In the spirit of community support, one of our esteemed colleagues, Sirjeel, has kindly offered to extend his expertise in accounting and finance to those who might need it. Sirjeel brings a wealth of knowledge in various areas, including:

Accounting Services:

  • Business Start-ups: Initial accounting advice to get you off the ground.

  • Company Tax Returns: Ensuring you're compliant and efficient.

  • Personal Tax Accounts: Specialising in UK taxes.

  • Salary or Dividends: Advising on the most tax-efficient way to draw money from your company.

  • Estate Planning: Navigating the complexities of Capital Gains Tax and Inheritance Tax.

Please note that Sirjeel's offer is focused on accounting services (Set A) within our network. This is not a sales pitch but rather an open invitation for those who may be seeking robust accounting advice or are not satisfied with their current accountant.

If you'd like to have a quick chat with Sirjeel to discuss your needs, feel free to reach out. It's all about supporting each other in our journey towards offering non-intermediating financial planning services.

Wishing you all continued success.

Best regards, The Academy of Life Planning Team


Planning Wise Ltd | Financial Planning | Lifestyle Planning (planningwiself.com)

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9 Franklin Way, Spilsby,
Lincolnshire, UK, PE23 5GG.

Tel: 07850 102070

info@aolp.co

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Regulatory Information and Consumer Protection Notice:

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The Academy of Life Planning Limited (AoLP) offers a range of services including generic financial advice, financial education, management consulting, coaching, training, mentorship, events management, and ongoing service support.

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The content on this website is for informational purposes and not professional financial advice. It reflects the opinions of individual authors, based on their research, observations, and years of experience. Please note that neither the authors nor AoLP are registered investment advisers, solicitors, or licensed accounting professionals. We do not provide legal, tax, accounting, investment advice, or other professional services. Any liability for errors or omissions, or for any damage alleged to have been caused by the information on this site, is disclaimed. Use this site and its content at your own risk. We also disclaim responsibility for updating information and for third-party content, products, and services, including those accessed through hyperlinks or advertisements on this site.

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Our financial planning services offer generic advice and are therefore governed by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are regulated by the Competition and Markets Authority, not the Financial Conduct Authority (FCA), because we do not provide advice relating to specific investments or carry out activities regulated under Section 22 of the Financial Services and Markets Act 2000. We do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you need financial products, you can access these directly from the market or via financial intermediaries. If you are seeking a personal recommendation for an investment product, you should consult a licensed investment adviser.

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In simpler terms, we sell plans, not products.

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The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Our registered office address is 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. We are registered with the Information Commissioner's Office, reference number ZA502687.

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For more detailed information about the terms of usage of our website, please refer to our Terms and Conditions. If you have any questions or need further information, please don't hesitate to contact us.

 

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