This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
I am friendly, approachable and professional and you can be confident that your best interests are at the heart of everything I do.
We will work together to really understand your goals and make them a reality, whilst helping you navigate potentially complex financial situations in a clear and simple way.
Give me a call or send me a message and we can discuss how I may be able to help you.
Our main office is in Perth which you are welcome to attend however, I work from home in Dalgety Bay. I am happy to meet you at your home or over Zoom or Teams meetings if that suits you better.
I can advise on all areas of Financial Planning with my aim always being to protect and grow your wealth.
Specifically, my services include:
I will help you to understand your options at retirement, whether you are saving enough to achieve the lifestyle you hope for and whether your pension is in the right place for you.
No matter how simple or complex your needs are, I would be delighted to help.
Protecting Your Family and Assets:
We will work together to ensure the right foundations are in place to protect you so that, if the worst should happen, you or your family do not have to give up on your dreams or goals.
Perhaps you have a lump sum and are unsure what to do with it, or maybe you are saving for something important or special. You may even have an investment that has not been reviewed in some time or have concerns about the ethics of your current investments. Whatever you're concern or aims, I can assist.
We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.
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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.