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.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
We specialise in working with individuals to provide solutions that meet your objectives by fully understanding your needs. By combining our expertise and experience with a considered approach, this often will produce results that are beyond the obvious to produce a better outcome. We can look after all your important financial needs from pensions and investments to protection planning. We are particularly specialists in all aspects pension, retirement and estate planning.
We really understand the needs and objectives of our clients and can formulate a strategy to achieve this based on your attitude to risk. With our knowledge of products and platforms we can implement the plan cost effectively and work with our clients over time to achieve their financial goals in the future.
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