This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
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
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are a modern, family run firm of independent financial planners. Our focus is on helping clients to create, enhance and protect their wealth.
We typically work with clients who fall into the following categories:
• Business owners
• Those building their wealth
• Those planning for retirement
• Those at retirement
We work in depth with every client to ensure we comprehensively understand your financial and life goals. Once we have a full picture of what’s important to you, we create a Lifetime Wealth Plan to help you to reach your goals.
Our personal, caring approach sets us apart. It is this and our combined 50 years' experience managing clients’ financial affairs that enables us to deliver an exemplary service to our clients. We are very proud of the long-lasting, trusted relationships we have built.
We have earned our reputation through honesty, professionalism, and a deep dedication to personal service.
We provide effective financial planning, without the hassle.
The strategic planning we undertake with clients involves the creation of a Lifetime Wealth Plan, enabling you gain a thorough understanding of where you are now and to understand clearly what you need to do to achieve the future you aspire to.
This may include looking at your tax optimisation strategy to ensure you are doing everything possible to reduce your tax liabilities and maximise your returns.
We offer a comprehensive financial planning service for all your investment and protection needs:
• Retirement Planning
• Personal Wealth Planning
• Personal Protection Planning
• Corporate Services
• Family Office Services
Our expertise in investment management, personal and corporate financial planning means you can benefit from a truly holistic view of your finances.
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