Advizertech
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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
Advizertech was founded in 2002 by the current Managing Director, André Simpkin and since then the business has gone from strength to strength. We can provide advice to a wide range of clients which largely comprises corporations, small to medium sized companies and high net worth individual clients.
We believe that high quality financial planning is built on having long term, trusting relationships with our clients with total commitment to clear and open communication
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