This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 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
Our focus is on maximising your investment returns, minimising the tax you pay and improving your personal financial planning all in a way that you are perfectly comfortable with. Alan Solomon’s Bsc FCA CeFA DipPFA is a practising Chartered Accountant as well as an Independent Financial Adviser with 29 years professional experience in helping clients achieve what they want. He will listen carefully to your requirements and offer you a personal, professional and caring service.
Most people aim at nothing and hit it with great regularity. By using cash flow models we devise a plan that helps you to have realistic goals that you will achieve. Our annual meetings ensure we keep in touch with your aspirations and we ensure you are on track to meet your goals.
Our investment knowledge has been developed over more than 27 years and we use this to create portfolios for you that meet your expectations.
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