Investment & Retirement Solutions (504345)
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
We provide personal financial advice to help you reach the goal of financial freedom.
All of our advisers have achieved the stringent qualifications and administrative standards set out by the Financial Conduct Authority (FCA) and hold the mandatory Statement of Professional Standing, issued to authorised financial advisers only.
- Pension freedom
- High earners/ people with wealth
- SME exit planning
- Inheritance tax
- Estate planning
- Business owners/ Directors
- Private/ Corporate clients
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Telephone
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Online (Live chat, video, email)
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Face to face
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