This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
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.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
I’m based in Louth but usually travel to meet clients in their own home or place of work - simply because that's where the paperwork usually is!
I'm a highly experienced financial adviser with 28 years of industry experience* - a specialist in all aspects of pensions advice (including Final Salary transfers) but also investments, tax and estate planning. *You can see the full extent of my qualifications in the 'Meet Our Advisers' section.
My clients tell me I'm thoughtful, patient and put their needs first.
I'm able to offer advice online using Zoom in conjunction with our sophisticated back office systems.
I provide trusted & impartial advice, where the client sets the agenda. Please call or email me for an informal discussion about your own plans. Your first meeting will be at my expense.
Let me help you cut through the jargon and provide some clarity.
No corporate bias - working for you with the full support of a national, multi-award-winning technology and compliance provider.
The best of both worlds: access to a trusted individual for face-to-face and high quality advice, with the backup and continued support from a highly successful national organisation.
Recognised by VouchedFor as a Top-Rated Adviser in 2019, 2020 and 2021. This is based entirely on client feedback.
* First meeting: this is at my expense to see if I can help and to see if you like the way I work.
* I'll listen to you and understand your future plans and review all existing financial arrangements to check costs, performance and suitability
WHAT HAPPENS NEXT?
* I make recommendations to help you to meet your goals
* Implement plans where necessary
* Post all documents to your own secure (award-winning) client website
* Help you to track your progress online
* Complete annual face-to-face/zoom/phone reviews
* Provide ongoing help and support
* Deliver guaranteed continuity of service from a national and award-winning financial services company
* Perfect for pension reviews, transfers and flexible drawdown.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.