This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Castle Wealth is Independent Financial Advisor practicing from our offices in Hertfordshire (Bishops Stortford) and Essex (Chelmsford). We can see you at home (within 150 miles) or at our offices if preferred.
We focus on providing unrivalled support and service to you and your finances.
Our strength rests within our honest and upfront service proposition. We provide a structured and clear approach to your financial arrangements. The setup of your financial solutions is stage one, but where required, our on-going support and servicing will make a real difference to you and your finances. Our business is focused on looking after you and your arrangements for the long term, ensuring you receive a consistent approach to your financial advice and that you have somebody that you are familiar with that will provide the on-going support to you where needed.
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