AMG Wealth Solutions LLP
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client 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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
If you are looking for help in understanding your pensions and investments then we can support you at AMG Wealth Solutions.
Based in Rhiwbina, Cardiff we have a team of Financial Advisers who are able to guide you in achieving your needs and objectives.
We’ll carry out a detailed analysis of your personal circumstances and then advise you to the right customer outcomes.
Our main objective is to help you understand your finances and then to work with you to achieve your plans.
Our independent status means we’re able to impartially assess each and every product on the market, ensuring you’ll get the best possible deal, whatever your requirements.
Furthermore, as independent financial advisers we have the expertise and experience to ensure that you achieve your goals and use different financial planning methods to achieve that.
We have considerable experience in helping clients understand their finances and achieving better outcomes for themselves. Our main role is to listen and then guide and help. We pride ourselves in giving impartial independent advice and a high level of service on an ongoing basis with simple to understand guidance.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
We have been directly authorised with our regulator the FCA for over 10 years and also use the services of Simply Biz who specialise in providing comprehensive market leading compliance and business support to directly authorised firms. As we believe compliance is an important part of our business and customer confidence we also use a local firm Dragon Compliance for extra support.
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