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.
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
I am a Chartered Financial Planner, and as such I am able to advise the following areas:
- Trust and Inheritance Tax Planning
- Estate planning
- Long Term Care Planning
- Pension advice on all pension types including Final Salary/Defined Benefit
- Investment Advice for Trustees
I am a fully Independent Financial adviser based in Manchester and Cheshire.
I adopt an extremely professional and friendly approach and have been recommended by many of my clients for explaining complex and beneficial Financial Planning in easy-to-understand language.
I welcome all enquiries, and can also offer details of clients who would be more than happy to speak to you in relation to their experience of my advice.
Please contact me for a free initial consultation to begin your advice journey, and for me to work along-side you to create your Financial Plan, especially if you would like to discuss obtaining a Cash Equivalent Transfer Value on your Defined Benefit or Occupational Pension.
Final Salary and Defined Benefit Schemes are our specialism, having obtained Chartered Associate status with The London Institute of Banking and Finance.
We specialise in Pension/Retirement planning both pre-retirement and also should you wish to discuss taking your accrued pension benefits.
Please contact us today for a free initial consultation to begin your advice journey.
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