This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
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.
Along with a professional, friendly approach from our advisers, our independent status is a key foundation to our service, ensuring we can advise on products across the whole market place. Therefore, we act solely in the best interests of our clients at all times.
I am the local Partner for Aspirations and would welcome the opportunity to meet with you, at my own expense, to explain how our proposition can add value to your circumstances. I can help you plan for retirement, actively manage your investments and utilise all available tax allowances with an emphasis on sensible risk management. If you are looking to develop a long term relationship please do get in touch.
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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.