Arkenstone Wealth Management
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 assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 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 assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Arkenstone Wealth is based in Putney and serves clients around London and Surrey. We help people from all walks of life but we typically work with:
-business owners.
-professionals/executives.
-people planning/in retirement.
-people experiencing major change e.g. divorce, bereavement.
Simply accumulating money for its own sake tends to be a pretty unfulfilling pursuit - when will you ever know if you have enough? Successful financial planning requires direction and purpose.
The problem is that most people struggle to articulate their goals and what they want their future to look like. This is where we're different from other financial planners.
We're uniquely trained in helping you establish your personal vision of financial independence. When this is clear, we then create financial plans (powered by our technical expertise in pensions, investments and tax) to put you on a path to the life and future you really want to live.
In other words, work out what makes you happiest in life and create a financial plan that allows you to spend money on it!
Visit our website or get in touch to find out more.
Plan Better. Live Better.
Hyde Park House, 5 Manfred Road, London, SW15 2RS
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Face to face
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