This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
At Carrick Global Wealth Ltd we can offer tailored financial advice specific to your needs and requirements identified by completing an in depth financial review on the areas of your life relevant to identifying your greatest life needs.
Any service recommended by us is supported by a comprehensive range of financial solutions and a unique approach to wealth management.
Carrick Global Wealth Ltd specialises in delivering bespoke wealth management advice to individuals providing reliable expert advice at every step of the journey. We work with our clients to develop individualised financial plans for savings, retirement and investments and making recommendations which meet both your current and future needs.
Our advice is provided by a number of industry recognised advisers with a shared belief in making the client experience integral to our business success.
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