JM Wealth
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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, understanding and application of the different types of long-term care insurance.
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.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
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.
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
Think about our planning split into three parts -
1 - To find out more about you, your current position today and thoughts / plans for the longer term.
2 - The Financial Plan - A deeper look into your current position to review your assets, any debts, income and outgoings. To visually bring your planning to life and colour , model your current position and to see how it is potentially heading in the future. Cashflow modelling will help with the "What if? type questions" - When can I retire? How much is enough ?
3 - Financial Advice - Helping you review your current plans such as ISAs/Pensions/Investments and how do they fit into your financial plan? This is where we can research for quality solutions to help with your planning if appropriate to do so.
We are a friendly local team based in the Neath office and have built many long lasting relationships with our clients.
We are both highly qualified to chartered level, take time to understand your needs ,you will be dealing with a team you can trust to provide quality advice and comprehensive planning .
Our Precision ongoing client service cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.
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Telephone
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Online (Live chat, video, email)
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Face to face
JM Wealth is a trading style of Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 153 0427 42.
Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. The Financial Conduct Authority does not regulate tax advice, trusts, or offshore investments.
The information provided in this website does not constitute professional financial advice. We strongly recommended that you consult a professional adviser before proceeding with any financial transaction
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