This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Farsight Financial is a bespoke independent financial planning practice helping clients from all over the UK plan for their financial future. We are an Independent Financial Adviser and unlike some high street names we are not tied to any particular product or any particular insurance company. This leaves us free to source the most appropriate solution or service for you from across the entire market.
We take the time to find out what our clients really want and then put in place a plan to achieve their goals.
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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.