Iona Beesly Associates Limited
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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 qualification helps advisers develop and demonstrate their financial planning capabilities.
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, long term care insurance products and the giving of long term care insurance advice.
We are a small family run company who provide Independent Financial Advice to individuals and corporate clients.
Our company has been running for over 35 years, and we pride ourselves in providing the best advice for our clients.
We specialise in Investments and Inheritance Tax Planning as well as advising upon Retirement Planning for both pre and post Retirement (Pensions and Annuities), Life Assurance, Business and Shareholder Protection, Trusts, Off Shore Investments and Savings.
We provide a personal and professional service, advising our clients on how to achieve their financial goals and objectives.
Whether you are an individual, family or corporate client, we will provide bespoke advice to suit your requirements.
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Telephone
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Online (Live chat, video, email)
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Face to face
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