This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
At Great British Finance Nottingham we are dedicated to creating a meaningful, long term relationship with you that is based on understanding, knowledge and commitment.
We therefore adopt a systematic approach which ensures the needs of our clients come first and aims to deliver a successful financial planning experience.
Firstly A Discovery Meeting.
An informal meeting which is an opportunity for you to get to know me and feel comfortable about what we do and how we do it.
Establish Your Objectives.
If you are comfortable, we can immediately follow on from the Discovery Meeting to have a detailed discussion about your plans and objectives.
To gain a complete understanding of your current financial situation.
Analyse Your Planning.
Using the information gathered, we take a comprehensive look at the financial elements that make up your life.
Prepare & Present Your Wealth Management Plan.
We present a plan for getting you from where you are today to where you want to be in the future.
Implement The Plan.
Once we have reached agreement with you , we can implement the strategy.
Monitor & Review Your Planning
We will regularly review your plan to make sure it it still working for you.
I have been in financial services for 33 years, with many of my clients being with me for over 20 of those years.
I have been able to help many clients over time, as their priorities have changed, from family protection and starting a pension, to retirement options and estate planning.
It is a big responsibility, as people trust in you to do the best for them, but it is a role that I enjoy and will continue to do so.
I take my time to understand what you are trying to achieve and deliver the best solution possible.
While unbiased.co.uk endeavours to verify the information
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.