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 qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
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.
We are a firm of experienced, forward-looking, client-focused advisers. We have offices both in the City of London and Sussex, but we can also provide advice nationwide, through our network of regional IFAs.
We are passionate about providing honest, straightforward, and empathetic advice that provides you with peace of mind, whilst helping you to achieve your goals.
As each client is unique, we understand that no two financial plans are the same. We will work collaboratively with you to formulate your own, fully bespoke financial plan. A plan which we will then revisit regularly through time; providing you with all the input, help and guidance you may need along the way.
As Independent Financial Advisers, we are not tied to a single product provider, insurance company, or bank. As we are able to recommend products from the entire market place, we instead look to tailor a proposition around what best suits you, your individual needs, and your own unique objectives.
We provide advice in the following areas:
• Pensions and annuities
• Pension transfers (including Defined Benefit/Final Salary)
• Tax advice
• ISAs and investments
• Life and ill health insurance
• Long term care
• Estate and inheritance tax planning
• Wills & Trusts
• Strategic financial planning
Additionally, we can provide a complimentary appraisal of any pre-existing planning you may have in place, whether this was done independently, or with another adviser.
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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.