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 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.
Gate Capital Group is an independently owned financial services firm offering Wealth Planning, Investment Management and Trading services. We are FCA regulated and based in the City of London. We offer tailored financial solutions to our clients with an emphasis on both capital protection as well as risk adjusted returns.
The Gate Capital Wealth Planning team consists of seasoned professionals. It is guided by Ravi Dadlani, who has a 18 year professional career in the sector. We provide independent advice on packaged retail investment and insurance products (these include but are not limited to pensions, investment bonds, units, annuities, ISAs and savings plans) and structured investment products only.
Our priority at Gate Capital is to deliver financial peace of mind for our clients. We want to ensure that all our clients are free to live their lives confident in the knowledge that their finances are well looked after.
• 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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