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 the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
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.
Advies Wealth are a leading Pension Specialist and financial adviser. We have particular expertise and experience in dealing with the new choices that you have for your Final Salary/Defined Benefit pension.
We are one of the UK’s leading (DB) Defined Benefit transfer specialists. This type of pension may also be known as a Final Salary Pension. We cover client requirements across the entire UK and our objective is to discuss within 72hrs of the initial request for advice.
As your financial partner, we commit to staying focused on your needs throughout your time with us – no matter how they change.
To achieve this, we spend time with you at the outset to make sure that we understand your priorities, and to discover what you are trying to achieve. We will also work with you to calculate your attitude to risk, so that we can set reasonable expectations, and jointly create a financial strategy.
Our initial planning discussions will determine which of our products and services are most appropriate to you.
Financial plans that we have created for our clients include:
• Capital Investments
• Regular Savings Plans
• Education Fee Planning
• Retirement Planning
• Pensions Transfers
• Drawdown planning
• Pension consolidation
• Pension and divorce
• Portfolio Management
• Succession & IHT Planning
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