This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This exam accesses understanding of the financial services and their regulation.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement 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.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Iceni Financial Advisers is a small firm of Independent Financial Advisers. We are passionate about helping our clients achieve their financial goals. As an independent financial adviser we will listen to you and help you clarify what you really want to achieve and then assess how to make it happen. We are seeking long-term client relationships, built upon mutual trust, enabling us to create and provide a valuable service. We provide a bespoke service and working in partnership to enable you to have the best chance of achieving your goals.
The thing we do really well is help and understand people's needs. We explain things clearly, and spend time discussing your attitude to investment risk before providing you with a comprehensive report. We create financial strategy that are entirely individual and independently constructed. We have a transparent and fair charging system for the advice we give. We also offer home visits at no extra cost.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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