This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
We are based in Tettenhall, Wolverhampton and I (John Haden), have been advising clients for over 26 years. My wife Amanda, runs the office supported by my two daughters, Sophie and Xanthe, so you could say, it's well and truly a family business! We can advise on investing for capital growth or income, protecting your family/business in the event of illness or death, protecting your income and we specalise in retirement planning, whether it be building up your retirement savings or if you are about to retire and need advice with regards to your options. We advise both individuals and companies. We are also licensed to give advice on Final Salary/Deferred Benefits schemes.
We pride ourselves on personal service. All of our clients investments/pensions are reviewed at least once a year, by way of a personal visit.
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