FACET Investment Management Ltd
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
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 taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
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 taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
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 regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
FACET has been established for over 30 years.
Our excellent financial planning includes:
Identifying our Client's objectives,
Recommending a well structured plan,
Reviewing that plan regularly and making necessary changes
Until we succeed at helping our Client achieve their desired objectives.
We specialise helping Clients in retirement, or helping them plan to get there, protecting their assets for themselves or loved ones and investment advice and management. We aim to provide a full range of financial services enabling clients to have full control of their finances both now and in the future.
We are also authorised directly by the Financial Conduct Authority (FCA) to undertake discretionary fund management.
All costs will be discussed at your first meeting, which will be free of charge.
Good financial planning is reviewing all of our clients finances as a whole, rather than limiting to one or two areas of focus.
When meeting a Client for the first time, we help them identify their financial objectives and create an effective plan to achieve their objectives.
We help Clients plan for Later life with Later life mortgage borrowing and estate planning.
We encourage regular meetings to ensure they stay on track to meet their objectives.
We recommend Clients invest in a wide spread of cash, property and other investments, to help ensure they maximise opportunity for growth, during good times, and offer a safety net when times get tough.
We recommend suitable investments, tax wrappers and consider potential tax implications and plan how to overcome those liabilities.
The result of doing these things, we hope to help our Clients build a legacy, which is protected from unwanted third parties and unnecessary taxation, so it can one day be passed on to their loved ones.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
FACET Investment Management Ltd is authorised and regulated by the Financial Conduct Authority (FRN) 131372.
Registered in England and Wales, Registration Number 01931757
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