This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses the candidate to develop in depth financial planning skills related to business.
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 helps advisers develop and demonstrate their financial planning capabilities.
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This exam accesses understanding of the financial services industry including regulation and legislation.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
I am an Independent Chartered Financial Planner, widely recognised as the gold standard of Financial Advice, providing both expertise and trust.
This, together with over a decade of experience in the Financial Advice profession, ensures that my advice will be reliable, current, and completely bespoke to you.
Local to Essex and London, I particularly pride myself on my refreshingly open and honest approach. I take the time to listen to your life goals and then build a strategy to help you achieve them.
I am a specialist ‘at retirement’ planner, steering my clients in the right direction to maximising their financial position in the lead up to retirement and beyond.
Alongside this, I also provide comprehensive advice on a wide range of financial subjects, including investments, tax planning, inheritance tax, and personal and business protection.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.