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.
We normally return enquiries within 24 hours. Call us using the phone number on the right hand side.
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.
While unbiased.co.uk endeavours to verify the information
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.