Financial Professionals (NI) Ltd

Independent Financial Adviser 36 Langley Hall,, Newtownabbey, Antrim, BT37 0FB

First meeting at adviser's own cost

Response rating

7.0/10

10th September 2018

We are Independent Financial Advisers, and as such can offer you unbiased financial advice from the whole of the market

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- Unit trusts
Pensions & retirement
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
Insurance & protection
- Critical illness
- Life insurance

Meet our advisers

Michael Kennedy

Qualifications & Accreditations Hide qualifications

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J04 - Pension Funding Options (CII)

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.

AF1 - Personal Tax and Trust Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

J02 - Trusts (CII)

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.

J01 - Personal Tax (CII)

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.

AF4 - Investment Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

Where to find us

36 Langley Hall,, Newtownabbey, Antrim, BT37 0FB

About us

We are a firm of forward looking independent financial advisers. We provide holistic financial advice whereby we consider all aspects of your financial situation to help you achieve your goals.

Our services

We provide a fully independent holistic advice service for our clients. Our firm specialises in pension advice and retirement planning to a chartered or advanced level. Due to recent government changes in pensions many people are seeking clarification on how it affects them and we are here to help. We are happy to advise individuals and companies regarding the merits of personal and company pension schemes. We are able research the whole of the market to find the best solution for you from among the largest and most respected providers in the financial services industry.

Compliance

Financial Professionals (NI) Ltd, is authorized and regulated by the Financial Conduct Authority. FCA Registration: 517098

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- ISAs
- Unit trusts
Pensions & retirement
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
Insurance & protection
- Critical illness
- Life insurance

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free pension healthcheck Select

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

Financial Professionals (NI) Ltd, is authorized and regulated by the Financial Conduct Authority. FCA Registration: 517098

Contact options

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