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.
Through the use of technology, we aim to deliver big business solutions with the personal touch, service and support of a family run business. This will enable us to build long term relationships with clients and provide both initial and ongoing advice which will assist them in meeting their financial objectives, whatever these may be and however they may develop.
We truly believe that we need to closely work with you, in order to effectively work for you.
We take the time to understand you, your current situation and what you need or are looking to achieve by working with an Independent Financial Adviser.
We then simplify the complexities of financial planning while retaining the the integrity of your personal financial plan.
We specialise in pension and investment planning, whether this is for capital growth or the provision of income, and involve trusts and tax planning where required.
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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.