Abigail Stidworthy and Vanessa Taylor, Strategic Solutions, Chartered Financial Planners
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Strategic Solutions is an award winning Chartered firm of Independent Financial Advisers covering the South of England, Abi and Vanessa run our Newton Abbot office providing financial advice to clients in South Devon.
We are proud to have been awarded the prestigious title "Chartered Financial Planners" by the Chartered Insurance Institute (CII)
This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Chartered Firms must also follow a demanding code of ethical practice. This means we must work in a principled manner that places client's interests at the heart of the advice we give.
The Chartered title assures you of our commitment to the highest standard of customer excellence and professionalism.
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