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.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
As financial advisers, helping you achieve your financial goals is our priority and we provide services across all aspects of your financial journey from birth to retirement planning. Established since 1978, we have offices in St Albans and London. We specialise in identifying your financial goals, providing financial security and wealth for your future. We have invested significantly in technology to help aid your financial planning process. We will provide an application which you can download to access your financial portfolio.
Our objective is to deliver excellent customer service and to make it easy for you to control your finances and put together private client strategies on your behalf. Once we understand your needs we will look at products that will suit you now and in the future ensuring best pricing at all times. We will also provide regular reviews, constantly looking to improve your situation.
Station Road, Edgware, HA8 7BD
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