Lelde Kasatkina

Financial Planner

Reviews and Ratings for Financial adviser Lelde Kasatkina, Portsmouth

Member of the Personal Finance Society

Lelde’s role at Lawrence Clarke

Lelde helps create financial plans aimed at ensuring an enjoyable life and a secure future for her clients. She manages investments, plans for taxes, protects wealth, and builds strategies for a comfortable retirement.

The information you need to know

Here's Lelde’s...

FCA Register Qualifications

Qualifications

  • R01 (Financial Services, Regulation and Ethics)

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 (Investment Principles)

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 (Personal Taxation)

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 (Pensions and Retirement Planning)

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 (Financial Protection)

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 (Financial Planning Practice)

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • Level 4 Diploma in Regulated Financial Planning

    This meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.
Statement Of Professional Standing

When Lelde isn’t working

Lelde enjoys spending her time outside of work with her family and a close circle of friends.

Lelde in the spotlight

When the dessert menu arrives, what are you looking for?

A selection of mini desserts or something I haven’t tried before.

What's a talent or skill you possess that not many people know about?

I used to play a classical violin seriously many moons ago, but now I play it whimsically here and there.

What do you love most about your job?

Helping people on different life paths with their financial goals, the variety of the role and seeing people being freed of worry after talking through the options and possibilities.

What's the best piece of advice you've ever received?

This too shall pass.

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    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

    Approved by Best Practice IFA Group 19/02/2025.

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    Pavilion 2

    Little Park Farm Road

    Segensworth West

    Fareham

    Hampshire
    PO15 5TD

    01489 505200