We are proud to be members of STEP; the Society of Trust and Estate Practitioners.

STEP was founded in 1991 and is an internationally recognised body for financial planners who specialise in inheritance and succession planning.

STEP’s vision is to be the pre-eminent worldwide professional association for those advising families across generations.

All STEP members adhere to a Code of Professional Conduct, which requires them to act with integrity and in a manner that inspires the confidence, respect and trust of their clients.

As a STEP member we can advise on a range of inheritance and succession planning issues. For example:

  • Providing for your husband, wife, or partner, as well as your children, after your death
  • Ensuring your elderly or vulnerable relatives are financially secure and cared for
  • Considering ways to minimise the Inheritance Tax (IHT) paid on your death
  • Ensuring your estate is distributed in accordance with your wishes after your death

As members, we are also required to stay up to date with the latest legal, technical and regulatory developments which affect inheritance and succession planning.

Please note: The Financial Conduct Authority (FCA) does not regulate Estate Planning.

Testimonials


I feel your overall service has been most helpful, comprehensive and in my best interest. You always give clear guidance to the reason behind things and have made sure I'm on the right track and I know you are always at the other end of the phone should I need any help. I'm very happy with the service you provide, and look forward to continuing on track for the future. Elizabeth Osborn - Birmingham

You advise us on the optimisation of savings, investments and pensions guided by a sensitive awareness of our attitude to risk i.e. good, sensible, professional advice on the options available and their hidden and often unsuspected complexities/opportunities. Similarly, provide sound guidance on inheritance and general financial planning based on astute and sympathetic appreciation of our family circumstances. Exhibit easy approachability and patient tolerance of the questions of the financial layman. You give us great confidence and peace of mind that we are receiving advice based on professional competence, genuine concern for client care and, most important of all, personal integrity. Ed & Margaret Swatman, Rolleston On Dove

I thoroughly enjoyed our conversation and was impressed with your industry leading wealth management business. Thanks for sharing your feedback and the details of your wealth management process. Gregory J. Stark - MD at Russell Investments EMEA

I find your service exceptional and I was pleased that you took me on as one of your clients, I have no complaints to make as you are very informative at our meetings and explain everything in good detail, which makes it easier for me. Thanks for everything. Trevor Gallier - Walsall

Very clear explanations and patience with my ignorance/stupid questions. I feel much much more comfortable about my finances since using your services. Dr Una O’Sullivan - Egham

Over the past 22 years, I have worked with over 2,000 advisory teams in the UK, US and Canada. Most of these teams recognize their importance in helping clients achieve their financial vision. Those who are successful in serving this purpose create engaged clients and implement a referable service model. Common Sense Financial Planning’s ability to implement ranks among the best of those I have worked with. Steve Moore - President Moore Solutions

Ready to use common sense?

Common Sense
Stanley House
1 Warwick St
Coventry
CV5 6ET map

Phone

01543 263008

Email

[email protected]

Common Sense Financial Planning Ltd Registered Office 7 Victoria Road, Tamworth, Staffordshire, B79 7HS. Registered in England and Wales No. 6812384. Common Sense Financial Planning Ltd is an appointed representative of Cotswold Independent Financial Services Limited, Stanley House, 1 Warwick Street, Earlsdon, Coventry CV5 6ET which is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, Stratford, London, E20 1JN.

Financial Conduct Authority does not regulate tax and estate planning.

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