Bailey Richards Wealth Mgt Ltd
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Bailey Richards Wealth Management specialise in building low risk pension & investment portfolios for people who are risk averse. Most of our clients want us to protect their wealth with a cautious approach to investment.
We make sure you have the relevant information available to make informed decisions about your financial issues. We provide advice, implementation & monitoring services for most aspects of pensions & investments.
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