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.
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 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.
Financial Planning & Wealth Management that is founded on strong relationships and an evidence-based approach to investments and pensions.
At Huggins Wealth Management, we believe in traditional values such as professional financial planning, friendly customer service and acting with the upmost integrity for you and your family.
A personal, simplified approach to the world of finance:
Where we aim to stand out from the crowd is our approach to making the world of finance as simple as possible and keeping jargon to a minimum. Combine this with our clear philosophy for Wealth Management – an evidence-based approach leveraging decades of data to deliver more reliable and consistent long-term performance – and we hope you’ll understand why, even after 15 years, we still work for our first ever client.
Free consultation for every new client:
We understand that trust is built between people, not organisations. For this reason, we offer an open, informative, face to face session with an Independent Financial Advisor for free, that is designed to give you peace of mind and ensure your every requirement has been fully discussed and explored before going any further.
Please Note: Any subsequent advice or recommendations made may incur a charge.
Using cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.
While unbiased.co.uk endeavours to verify the information
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.