This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
Daniel supports individuals & their families to optimise savings & protect both their health & wealth over the long term. Over the years Daniel has encountered a full spectrum of clients’ needs & requirements. From maximising retirement income, management of investments to tax efficiency and estate planning. Motivated by helping his clients achieve their financial goals and desires, Daniel prioritises his client relationships, identifying short, medium, & long term goals. Delivering practical, impartial, & unbiased financial advice.
As part of our expert team Daniel also has access to CII Chartered Advisers and specialists in, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS & more generic products. In addition, he also supports small & medium sized businesses with Pensions, Employee Benefits & Tax efficient solutions, that only an FCA approved Adviser can access.
Danny is a Complex Pensions Transfer specialist, authroised & approved to advise on the most complicated Defined Benefit & Final Salary pensions schemes. He will soon achieve the CII Chartered Status, which will put him in the top 5% of Financial Planners by Qualification in the UK.
Today, with Alexander House Daniel enjoys the support and backup of a FTSE250 business called Quilter which ensures Advance quality is always maximised. Meanwhile he offers clients the choice between a traditional face-to-face meeting or a ‘virtual’ Teams/Zoom meeting while always ensuring clients are updated on progress throughout the advice process and performance of their portfolios there onwards.
Whether you are planning for retirement, accessing cash, protecting your family or simply are keen to reduce tax bill, Daniel is proud to provide professional and friendly financial advice.
Daniel has three young children and loves spending his weekends with them. His other passion is health and fitness, working out a few times a week. Although his rugby playing days are behind him, he is also a keen follower of sports and enjoys travelling when he has the chance.
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