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Frequently Asked Questions

You may have some Questions regarding Life Planning or indeed just want to understand a little more about our approach. Some of the questions we often receive our answered below. If you still have more questions, please don't hesitate to email:  info@pecuniafp.com

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What services does Pecunia Financial Planning offer?

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Pecunia Financial Planning offers a range of services including personalised financial planning, AI-assisted tools, and community support through various subscription plans tailored to individual needs.

Question 

How does the AI Life Planner tool work?

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The AI Life Planner is an advanced tool that analyses your financial data to provide customised recommendations and strategies, adapting to changes in your financial situation.

Question 

Are the financial planning services suitable for beginners?

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Absolutely! Our services are designed to cater to individuals at all levels of financial knowledge, from beginners to experienced investors.

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Question 

Can I change my subscription plan after signing up?

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Yes, you can change your service agreement at any time without cost.

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Question 

How often can I access financial coaching sessions?

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This depends on your chosen plan agreed. Our service plans include regular coaching sessions, with the frequency detailed in your plan. This can be in person or via zom or teams meeting, whichever is more convenient.

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Question 

What is included in the ongoing services provided?

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In addition to our meeting and financial plans created you will receive our client magazine which is full of informative articles covering subjects like retirement planning, wealth creation. Inheritance tax planning, budget updates and others.

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Question 

Is my financial information secure with Pecunia Financial Planning?

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Yes, we prioritise the security and privacy of your financial information, using advanced encryption and security measures to protect your data.

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Question 

How does the community support work?

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Our community support includes access to a network of like-minded individuals, where you can share experiences, ask questions, and gain insights from peers.

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Question 

What is the process for cancelling a subscription?

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You can cancel your subscription at any time by contacting our customer service team.

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Question 

Are there any discounts or promotions available for new subscribers?

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We occasionally offer promotions and discounts. Please check our website or subscribe to our newsletter for the latest offers.

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Question

What is The Game Plan? 

 

The Game Plan is a financial planning framework that puts the individual at the centre, focusing on investing in oneself to create a supportive financial architecture for the future. 

Question 

Is Pecunia Financial Planning regulated by the Financial Conduct Authority (FCA)?

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No, Pecunia Financial Planning provides "educational financial services" and is not regulated by the FCA but falls under general consumer laws in the UK. 

Pecunia Financial Planning Limited provides "educational financial services or guidance", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. As we do not sell investment or pension products, these educational financial services fall under the jurisdiction of general consumer laws 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. The Competition and Markets Authority oversee us.

 

Clients of Pecunia Financial Planning Limited are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us.

 

Pecunia Financial Planning Limited is registered in England & Wales under company number 15693682 registered office address 5 The Dingle, Heapey, Chorley, Lancashire, United Kingdom, PR6 9AZ.

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