SJ Wealth Management
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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 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.
Since qualifying as an adviser in 1997; Now working within the 2plan Wealth Management Group, which is proving to be one of the fastest growing financial advisory companies within the UK.
Specialising within;
Investment planning - growth/ income.
Pensions - personal pensions - including SIPPs, Pension Switching advice, Drawdown schemes/ advice, Annuity options.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Auto Enrolment specialist - Advice for Small Businesses arranging their own inhouse schemes.
IHT/ Estate Planning - Traditional Trust planning plus offering unique products that qualify for Business Property Relief and being outside of your estate after 2 years.
The FCA do not regulate auto enrolment and succession planning.
Managing your finances effectively can be a confusing business. The financial world is complex, and making decisions for your future can seem a daunting process.
I take pride in offering a personal service that takes into account your own individual circumstances. Your financial situation is unique. I work hard to understand your goals and aspirations and make financial recommendations based on a comprehensive and detailed analysis of your needs. I believe that this only can be fulfilled if like me, you are a true independent adviser and do not work from a panel of providers.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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