This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We are a multi-award winning firm of financial and wealth advisers with eight offices across the UK in London, Surrey, Kent, Newcastle, Essex, Buckinghamshire, Hampshire and Sheffield and we recently won Financial Adviser of the Year 2016*.
Our financial advisers work with individuals and their families, helping to address immediate financial concerns and building financial plans to achieve longer-term ambitions.
We advise on most general financial planning areas; optimising your savings and investments; retirement advice; at-retirement and pension advice (including pension freedoms); wealth preservation; estate planning; most types of mortgages and making sure you have enough protection if the unforeseen was to happen.
We take client feedback seriously. We ask customers: ‘How likely are you to recommend Foster Denovo to a friend or colleague?’ This is the Net Promoter Score. A score of 50+ is outstanding; from more than 13,000 responses, we're proud our people have scored in excess of +69.
CustomerGauge’s recent UK Net Promoter Score Industry Report stated that the average NPS score for the financial services industry sits at +34. It also rates the following as: First Direct +73, American Express +52, Nationwide Building Society +45, JP Morgan +8 and HSBC -24.
I will listen carefully to what really matters to you; not only your immediate goals but your longer-term financial and life aspirations
I will often use lifetime cash flow forecasting, creating a visual plan of your cash flow and net worth throughout your life, illustrating whether you’ll have enough money to do the things you want to do. Only then will I build a financial plan that is just for you.
I have 15 years experience in the industry and I am a pension transfer specialist. I am supported by a friendly and knowledgeable team who are always on hand.
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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.