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 assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 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.
As a local family run business,we can afford to focus on just a few clients at a time and offer a quality service on all aspects of financial planning. Experienced. Authentic. Relaxed. A more personal and informal approach is our aim..
We offer a first class client-focused service from an independent stance, and we specialize in Retirement Planning and Investments, including specialist Final Salary pension services. Our main thrust is managing peoples' money, whether in pension funds or personal wealth. We have 20 years of experience in this and have built up considerable funds under management.
We also provide detailed advice on all aspects of Life Assurance, Critical Illness and Income Protection, using only the best quality companies and contracts. We also specialize in Trusts of all descriptions.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
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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.