This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Chartered Financial Planners: First Equitable provides bespoke financial advice in a language you can easily understand. We are committed to providing our clients with a professional and highly personalised service that puts your needs first at every step of the way - all within a competitively priced fee structure that strives to provide genuine value.
We offer a wide range of services with particular expertise in the areas of pensions and retirement planning and lump sum savings and investments. Our specialist areas of advice include deferred final salary pension transfers, lifetime allowance planning and also the use of QROPS and QNUPS.
We also have a broad understanding of cross border financial advice for clients that are moving or retiring overseas, or equally, upon repatriation to the UK. In both scenarios we can provide you with advice to ensure that your financial planning remains suitable and tax efficient. Due to the difference in the tax regimes this is often an area where clients can encounter difficulties without forward planning.
We will help you ensure that your savings, investments and pensions remain suitable and tax efficient in such circumstances.
Wealth management and retirement planning. Final salary pension transfer specialist advice available on a fixed fee basis (particularly beneficial for those with large transfer values vs percentage based fees). Extensive knowledge of technical areas such as QROPS and QNUPS. Lifetime Allowance and IHT planning.
We also have extensive knowledge of cross border financial planning for those leaving or returning to the UK.
Focused on achieving positive outcomes for our clients and building long lasting relationships. Meetings are available at our office in central Liverpool; at your home; place of work; over the phone or video conferencing via Skype.
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