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 assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
I have worked in Warwickshire as an IFA since 2003 and have been in Alcester since early 2021, previously working from a Warwick office.
The company I represent (Bruce Bennett trading as Beneficial Financial Management) has been established for almost 30 years and I have worked for this company for 9 years.
With a Head Office in Leicester, the group has expertise in all areas and can provide specialist services such as DB Pension Transfers, Equity Release Mortgages, and Long Term Care Planning.
Alan provides friendly, competitive cost, easily understood advice, and planning for individual clients.
I specialize in Pension Planning (consolidation of schemes, future planning, and Income Drawdown solutions), Also Investment advice for regular income, long term growth & Residential /Buy to Let Mortgages.
Please contact me directly at <email address hidden> or Tel <phone number hidden> /<phone number hidden>.
My key skill is to listen to my clients' needs and objectives and building a solution to meet expectations.
Everybody is different and so they may be wishing to build their investments and pensions using active or lower-cost passive funds.
They may be defensive in investment nature or prefer more risk. They may wish to retire soon and be looking for more certainty and retirement income.
They may wish to invest in funds with Environmental, Social and Governance safeguards. I provide a solution for these aspects.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Bfm is the trading style of Bruce Bennett, which is authorized and regulated by the Financial Conduct Authority
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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.