This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
A well established firm of Independent Financial Advisers who specialise in personal financial planning.
We have advisers based throughout England and Wales who are ready to help you with a personal financial planning meeting in your own home or at our offices.
With over 30,000 products available from the whole of the financial marketplace, our advisers can ensure you gain unbiased access to not only the cheapest but also the highest quality products available.
Our advisers can help you to build your very own personal strategic financial plan, to ensure your vision for the future becomes a reality.
Truly independent advice from a fully qualified Independent Financial Adviser and Pension Transfer Specialist.
Support from one of the UK’s leading national independent IFA firms which is regulated by the Financial Conduct Authority.
A commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review.
To feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.