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 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.
Financial planning can be somewhat daunting and a bit of a minefield.
Taxation, charges, investment decisions, choice of funds, choice of tax wrapper and understanding what level of risk to take, can be difficult decisions to make.
Knowing you have someone to help and guide you through this and put sound, financial plans in place, will give you peace of mind and put you in control of your finances.
True Potential manages around £10 billion of clients money on their award winning platform. Investment capability and technology is at the forefront of their expertise, allowing you to plan for your goals and keeping you on track every step of the way of your financial journey.
Our investment portfolios, which are tailored towards all areas of risk profile, use some of the largest and most respected investment houses in the UK. They are experts in managing clients money and have the systems and resources in place to do this effectively, which is reflected in their excellent performance track record.
I work with clients across the whole country so your location will never be a barrier to business.
>Award winning platform.
>Excellent investment expertise with proven track record.
>I will help you achieve your goals and aspirations.
>I will use jargon-free language and make complex areas of planning
simple and easy to understand.
>I will be here to assist and guide you at every milestone of your financial
journey or just when you need me to be there for reassurance.
Lewis Tomlins is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.