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 an ability to analyse financial protection planning issues.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future 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 examination assesses a knowledge and understanding of financial protection plans.
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.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Gareth is the owner of GCFC, a restricted financial advisor practice and has over 25 years financial services experience who prides himself on his experience working with high net worth and corporate clients.
As a Chartered Adviser, Gareth brings a wealth of experience providing solutions to ensure clients needs and objectives are met.
The core areas we advise on are:
Investment Planning – To ensure your money is invested in the right place for you.
Pre-Retirement Planning – Including the review of your existing pension arrangements as newer arrangements may be advantageous in terms of cost, flexibility and investment choices.
At Retirement Planning – We find out what you need and want from your pension arrangements in terms of income, capital, providing funds following your death to your family, and then agree a plan to achieve this.
Post Retirement – Ensuring your objectives continue to be met, being your income and capital needs throughout your retirement and the passing of pension investments to spouse and children.
Inheritance Tax Planning – To plan so more of your money is passed to your beneficiaries.
Corporate Planning – To support business owners in planning for their future and protecting their business.
Long Term Care Planning – To assist in mitigating the effect of care home fees on your estate.
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