This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
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.
I am perfectly placed living in the Kingdom of Fife to travel the length and breadth of Scotland helping clients.
I have clients from Edinburgh to Fife from Tayside to Aberdeen. I have an office for those located close by in Dundee, but most of my meetings are in a clients home or completed remotely on video call.
At present, I am offering Zoom and Teams consultations with the option of face to face meetings if required. I expect once past the pandemic to continue with face to face meetings.
Please click on the website tab at the bottom to read my reviews, charges and experience.
If you choose to call me. You will come straight through to my mobile.
Tackle problems and create a plan.
1. Understand what options you have at retirement.
2. Help you take income from your pension.
3. Should you combine existing pensions.
4. How to save for retirement.
Deal with challenges:
1. How do you manage money when taking income.
2. What to do when the market falls.
3. How to leave your wealth to family members tax efficiently.
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