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 adviser, and as such I am able to advise on the following areas:
- Pension advice on all pension types including Final Salary/Defined Benefit transfers
- Estate planning
- Long Term Care Planning
- Investment Advice for Trustees
- Investment advice including Inheritance Tax Mitigation
I am based in Cheshire and Manchester.
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.
We provide best Advice for pension and retirement clients, advising on ALL types of pensions, including Final Salary and Defined Benefit Schemes.
Having obtained Chartered Associate status with The London Institute of Banking and Finance, we are qualified to the highest level.
Please contact us today for a free initial consultation to begin your advice journey.
IJP Wealth Management is a trading style of Camargue Wealth Limited which is an Appointed Representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.
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