Amethyst Independent Financial Advisers LLP
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Amethyst IFA's are a leading provider of Independent Financial Advice in the North East. We were established in 2001, which means we provide our customers with long-term continuity and stability both now and in the future. As qualified Pension Transfer Specialists we are authorised to advise on Defined Benefit/Final Salary pensions in addition to Personal Pensions. We offer Retirement Planning Solutions for clients close to or at the point of retirement. Whether you require Capital Growth, Income or a combination of both. Amethyst have been successfully investing monies for our clients for many years. Through a combination of tax-efficient investment and careful risk management we can advise and recommend the correct strategy for you.
We are pension planning and investment specialists able to offer advice in all types of retirement planning including Final Salary reviews and transfers, Personal Pension switches and at Retirement options.
We advise clients on investing for Growth or Income.
We personally manage the advice process from start to finish, we are friendly, easy to talk with and have an established straightforward process in place giving you confidence in your financial plans for your future.
We can travel to your home, place of work or you can meet us at our offices.
Clients refer and recommendation us on a regular basis.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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