Acumen Financial Planning
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 a knowledge and understanding of financial protection plans.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
As one of Scotland’s most highly qualified teams of independent financial experts, Acumen Financial Planning provides the highest calibre of counsel to companies, business owners and private individuals alike. Whatever your circumstances, we take the time to make sure you understand every aspect of your finances, staying in regular contact to refine and update detailed plans as your situation evolves. Our continued support helps you bring your plans to life, so you can have confidence in your financial security, whatever the future may bring.
We deliver a holistic package of unparalleled financial guidance in an accessible and approachable manner, combining one-to-one counsel and unique planning tools that empower clients to confidently achieve their full financial promise.
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Telephone
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Online (Live chat, video, email)
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Face to face
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