This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
We pride ourselves on fully understanding clients needs and offer bespoke financial advice across range of products to enable clients to meet financial objectives.
We specialise in pension planning for individual/corporate clients including pension transfers, income drawdown, phased retirement and stakeholder pensions.
We offer a friendly and professional service.
We work on a fee or commission basis. All expenses will be discussed at your first meeting, which will be free of charge.
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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.