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 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 investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Having over 29 years of experience in providing Financial Advice and having worked for such household names such as NatWest and Prudential has given me a wealth of knowledge and experience and covering topics such as Protection, Savings and investments, Estate Planning and Retirement Planning (including advice on taking your pension benefits in the best manner to suit your personal circumstances).
With Alexander House Financial Planning and the Quilter Group my aim is to provide you with effective professional advice using the best product providers from the industry to help you achieve your goals or to have the financial future in retirement that you desire.
In addition to being qualified to provide mortgage advice, I achieved my second professional financial planning qualification – the Financial Planning Diploma in October 2011.
I continue to keep my education current and my next aim is to attain Chartered Financial Planner Status.
Throughout my financial services career, I have covered the Lower Manchester, Cheshire, Shropshire, Wirral and North Wales Areas.
The company also has access to Chartered Financial Planners if so required.
Due to my years of service in the Financial Planning industry, I have a wealth of knowledge to fall back on, which I use to provide a healthy lasting relationship with my clients.
This involves providing you with effective and tax efficient advice, advice that is suitable for your unique circumstances, and most importantly talking and planning your finances with you as an individual on face to face basis.
Advice taking place at a location to suit you best, whether it be at your home or your place of work.
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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.