Inspire Wealth
15th October 2018
We've been recognised as a Finance Expert for the 2016/17 Parliamentary Review (Only Firm ever in the Plymouth Area)
We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
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Financial planning
- Wealth management
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Long term care
- Long term care
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Savings
- National savings
- Regular savings
- Savings for children
- School fees planning
Meet our advisers
Marcus Brown
Independent Wealth Consultant
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
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.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
Peter Williams
Managing Director
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
G10 - Taxation and Trusts (CII)
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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Christopher Scawn
Independent Wealth Consultant
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
Where to find us
Inspire Wealth Ltd, Unit 6, 4A Royal William Yard, Devon, Plymouth, PL1 3GE
Contact usAbout us
Inspire Wealth Limited was set up to focus on offering financial services through accountancy practices in Devon and Cornwall. In addition we offer general financial advice to anyone interested in investments, retirement planning or income, mortgages or family and business protection. We work on a fee basis, however commission is used in most cases to offset the fee. All costs and services will be discussed at your first meeting, which is free of charge.
Our services
Investment Management, Pension Planning, Financial Planning, Inheritance and Tax Planning, Life Assurance, Income Protection, Critical Illness
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