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.
WHAT I DO: Help my clients achieve financial independence so they can continue to work because they want to rather than because they have to.
I CAN HELP YOU:
- PROTECT you and your family against the unknowns in life such as losing your job or even a partner
- BUILD a plan for your money that reflects your tolerance for risk and also your capacity for loss
- REDUCE the stress associated with planning your finances by knowing you’re in safe hands
- ACHIEVE your financial aspirations through comprehensive tailored financial plans and continued monitoring.
HOW I DO IT: I provide holistic financial planning solutions which are based on all aspects of your personal circumstances. This information collected in conjunction with your needs, goals and objectives for the future will be used to construct a bespoke financial plan. With the use of intuitive cashflow modelling we will be able to build a picture of where you are at the moment and what it is going to take to get you where you want to be.
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provided as thoroughly as possible,
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.