This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
GS Group is an established company with a long pedigree in financial advice and planning.
My personal and corporate clients live all over Scotland.
1. Helping clients find out and decide what to do with previous employer pensions including final salary pensions.
2. Helping clients who are unhappy with returns from savings accounts.
3. Offering a second opinion service on existing investments and pensions.
4. Providing help with inheritance tax planning
5. Reviewing life cover, critical illness and business protection (Key Person, Relevant Life and Shareholder protection).
George Stubbs Financial Services, South Inch Business Centre, Shore Road, Edinburgh, Edinburgh, EH3 1BB
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