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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
I am a qualified Financial Planner and have a career background that spans many aspects of finance and overseas wealth management, my expertise includes assisting high net worth clients with investments, savings, retirement planning and estate planning.
My strengths lie in being an excellent communicator and being highly effective in the interpretation of complex product information, regulatory requirements and risk assessment detail to meet client requirements
Our mission is to challenge the traditional model of how wealth management has previously been delivered by cutting out excessive hidden fees, providing access to whole of market investments on the best terms possible and deliver a highly personalised service.
We offer independent, unrestricted guidance at a sensible cost that clients will always clearly see.
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