This exam accesses understanding of the financial services and their regulation.
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 investment products and the risks involved.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Hi my name is Ravi Dadlani CFP™, I am passionate about helping people achieve their financial objectives. My clients have described me as being clear with the ability of providing simple explanations even in complex situations. My clients also describe me as being patient, impartial, logical and helpful. I would be delighted to help you achieve your financial goals.
I believe in providing holistic advice to my clients and building long term relationships. Off course there are times when clients need one off advise and I am able to facilitate this. I am independent and offer whole of market solutions. As well as specialising in pensions and investments, I can help you with your protection needs such as Life Insurance, Critical Illness and Income Protection. Should you wish to discuss your financial needs, please get in touch.
• Life Insurance, Critical Illness Cover & Income Protection
• Pensions (consolidation & transfers including defined benefit/final salary)
• Investments - ISAs, Onshore and offshore bonds
• Inheritance Tax Planning
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for the business you are transacting.
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