David Green FA
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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
David Green is a professional, qualified adviser with over 27 years' experience as a financial adviser and wealth planner. He has helped many clients achieve their financial objectives by providing comprehensive and focused advice on all areas of financial advice. Highly trustworthy, knowledgeable and reliable, David has a reputation for excellent client service. Unbiased advice is offered on a fee basis only for pensions and investments and on a fee or commission basis for protection products and mortgages.
From the outset we take the time to understand what really matters to you and use our experience and knowledge to research the range of options to help you meet your objectives. We take time to explain clearly the choices available to you and provide the information and advice you need to make the right decisions for your personal circumstances.
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FREEpension health check+ £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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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
Positive Solutions is a trading style of Quilter Financial Planning Solutions Limited. Quilter Financial Planning Solutions Limited is authorised and regulated by the Financial Contact Authority.
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