This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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, lifetime mortgage products, repayment options and the giving of mortgage advice.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
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 have over 20 years experience in helping clients achieve their financial goals, specialising in wealth management and retirement planning. My aim is to build a local and loyal client base I can work alongside through to retirement giving a highly bespoke professional service, delivered in a friendly and approachable way.
Based in Endon, Stoke on Trent it is the culmination of a long held dream of mine to be able to provide high quality, independent advice in an ethical and engaging way.
Working alongside solicitors and accountants helps give us a vast breadth of knowledge to ensure our clients get the best possible outcomes and not being tied to any product provider we can ensure you get the best solutions available in the marketplace today.
Investment and pension planning can be a complicated and confusing area for many individuals and I try to cut through the jargon ensuring my clients thoroughly understand why and how I can help them achieve their financial goals whilst minimising risk.
Retirement Planning - Advice on existing and new pension schemes with thorough research and analysis using the latest cash flow forecasting techniques to ensure your retirement plans are in safe hands. Being a qualified pension transfer specialist I can advise on both final salary and money purchase type pension arrangements.
Wealth Management - Bespoke investment solutions to enable my clients get the best returns possible on their hard earned money. We can benchmark your existing investments performance and charges to get the best possible outcome for your savings.
Other services include Protection, Corporate, Long Term Care and Inheritance Tax Planning.
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