This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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 accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
In todays market conditions, with increasing taxation pressures and geo-political shifts, the requirement to ensure wealth is perfectly positioned, organised efficiently and future proofed is essential. I work with clients to construct the most robust, transparent and healthy balance sheet. Often maximising areas many would not have thought possible, due to my international 'non resident' experience.
A full service approach that ensures clients unique and diverse needs are met by taking on the burden of organising relevant information, researching viable options and making recommendations, that take into account not only all financial factors but clients values and beliefs about finances too.
I am passionate about helping clients protect and grow their wealth.
The manner in which I choose to conduct my business ensures I personally have a vested interest in every aspect of my clients financial lives.
AES International has won over 40 financial awards including Professional Adviser's Best International Financial Planning Firm and Best International Private Wealth Management Adviser (highly commended).
AES has remained true to its vision to 'be the best'. This is evidenced through our Corporate Chartered Financial Planners status.
65+ licenses = security and peace of mind
40 + awards = results focused
AES International seeks to challenge the status quo of an out-dated and opaque financial industry. We believe in thinking, acting and advising differently. The way we do this is with a focus on unbiased financial education, simplification of complex financial matters such as pensions, and by fighting to get you the best prices, experience and results possible.
We are proud to provide significantly better and cheaper investment options to clients around the World.
Our mission is to enable clients to protect and grow their wealth by benefiting from unsolicited financial teaching and evidence based investment models. Areas of expertise include:
Defined Benefit/Final Salary
Maximizing pension lifetime allowance (LTA)
Reducing ongoing charges Pension transfers and pensions planning/ SIPPs and QROPS
Estate and IHT planning
Life insurance and protection
Lifetime holistic financial planning
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