This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
At Brierie Financial Planning, we are 'a bit different'. We wanted to be different. We wanted to create a financial planning company built on honesty, integrity and trust. Somewhere that is independent and completely focused on establishing lifetime relationships that our clients really value.
Director of Brierie Financial Planning Martin Joyce, is a highly respected Independent Financial Adviser operating in Renfrewshire, Inverclyde and Ayrshire, including Crosslee, Houston, Bridge of Weir, Kilbarchan, Howwood, Johnstone, Brookfield, Linwood, Elderslie, Paisley, Erskine, Inchinnan, Bishopton, Langbank, Kilmacolm.
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At Brierie Financial Planning our core values reflect the way we work for our clients.
• We concentrate on what is most important to our clients, eliminating confusion and bringing clarity and confidence.
• We are committed to building long lasting relationships built on trust and transparency.
• All our expert advice is completely independent, objective and impartial.
• We believe that caring isn't an old fashioned value, it’s more important now than ever before.
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