Chris Lunt IFA Limited
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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 helps advisers develop and demonstrate their financial planning capabilities.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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.
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
I started work at Royal & Sun Alliance and progressed through my financial adviser exams whilst there, my last role was a manager looking after a new business team for Phoenix.
In 2009, I started as an independent financial adviser and had 5 successful years there, I serviced £3,000,000 of my clients investments through my honest and ethical financial advice that I provide. I left this firm to set up my own company Chris Lunt IFA Ltd, we now look after over £45 million of pensions and investments for our clients.
I am a member of the Chartered Insurance Institute and the Personal Finance Society to demonstrate my professional and ethical standards.
Customer reviews currently 4.9 out of 5.0 on the independent review site "vouchedfor" with over 140 client reviews.
Chris has been voted as a “Top Rated Independent Financial Adviser in 2018/ 19” as seen in the Times newspaper along with previous awards in 2017/2016/2015/2014 in the UK by his clients through "vouchedfor" for verified client reviews over our services.
For further information please visit our website by searching for chris lunt ifa
We have an excellent team at Chris Lunt IFA Limited and have won several client awards over the last couple of years through independent review ratings websites including UK Top 250 Rated IFA's in 2016 as seen in the Daily Mail.
We are based in Maghull, Liverpool by Maghull train station.
We offer a free and under no obligation initial meeting and quotation service from the whole of the marketplace to find you the most suitable deal on all of your insurances, finances & investments!
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