This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
Established by John Gaulton who has a working lifetime of experience in finance, including international banking and industry, the business has provided exceptional personal, professional and impartial advice and service to its clients over the years.
Ben Gaulton is an Economics graduate with over 10 years experience in financial services including 6 years with a FTSE 100 company assisting clients with their investments, and is a member of the Chartered Institute of Securities & Investment. Ben brings his experience, a modern approach to technology and in turn draws on the experience and specialist contacts of a well established reputable business.
Whatever your needs our first conversation is at our cost and without obligation on either side. If we believe we can bring benefits that will outweigh the costs and you decide to proceed, we will always agree our professional fees with you before we start work.
Finally we aim to make the process as stress free as possible; even enjoyable!
As a small organisation we are totally flexible in our approach to our clients' and their needs and give a truly personal service. You can rely on us always to put your interests first and take a holistic view of your life circumstances and plans for the future.
We tell it like it is and strive to communicate and explain everything in a clear and straightforward way.
An initial personal financial review is carried out at our cost and with no obligation, to ensure we can bring value to any future relationship.
Our solutions, like your financial circumstances, are unique.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.