Ian Sparks – 2plan wealth management Ltd
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
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 assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
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.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Ian has been an Independent Financial Adviser since May 2001 and holds the Level 4 Diploma in Financial Planning. Areas of expertise include investments, pensions, flexible pension drawdown cases over £100,000, conventional and enhanced annuities under £100,000, financial protection and mortgages. Ian also holds specialist qualifications in Inheritance Tax planning and lifetime mortgages.
Appointments are available daytime or early evening and the first meeting is at Ian's expense.
Ian prides himself on offering comprehensive personal financial service to all of his clients, many of whom he has advised for a number of years.
The business has grown since 2001 and Ian has built a team of loyal employees who support him in delivering first class independent financial advice to his clients who are mainly within Bournemouth, Poole and Wimborne conurbations.
Ian specialises in creating bespoke pension drawdown and investment portfolios incorporating current themes of environmentally sustainable and ethical funds.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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