James Mercer 2plan Wealth Management
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
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.
I work with both individuals, for residential/buy to let mortgages, family protection and individual pensions, and businesses for auto-enrolment and employee benefit packages.
Being independent means I am able to source products and funds from the whole of the market. I aim to build long lasting professional, trusting relationships with clients and their professional contacts such as accountants and solicitors, ensuring that all customers are treated fairly.
Remuneration for advice is transparent and can be by fee, commission or a combination of the two.
I understand that a client’s financial planning needs are individual and that it can be very confusing making the right decisions on your own. I provide a thorough consultation to assess your short, medium and long-term aspirations. I aim to put you in a position to understand and take control of your finances and explain in plain English what can seem complicated.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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