This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Douglas White was set-up in 2012 with a very straight-forward aim: to simplify the complexities of financial planning.
After years of helping clients to achieve their goals, we recognise that your financial needs may be complicated, but the solutions don’t have to be.
With our simple, step-by-step approach, we help people like you to spend their money wisely. We’ll help you to work out where you are, where you want to be and the best way to get there. And we’ll help you to form good habits which will give you options for the future.
The type of financial advice you need will depend on the stage you are at in your life, your financial circumstances, and your future plans.
In order to give you the best financial advice, Douglas White takes the time to talk to you about your current circumstances, and what you plan to do in the future. Our advice will differ depending on where you are currently and the lifestyle goals you have in mind. It is only once we thoroughly understand you that we will be in a position to build your financial plan.
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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.