This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
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
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
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.
I am a Chartered Independent Financial Adviser specialising in cashflow planning (using my unique cashflow planning tools) and tax for clients wanting to save for their retirement and for those wanting to retire. I am able to advise on all types of Pensions including Final Salary/Defined Benefit Pensions.
I am passionate about ensuring our clients are on track with their plans. This means planning cashflow in the best way using pensions for retirement cashflow.
I am regulated and compliant and make sure you have proper regulated advice which protects you against wrong products being recommended.
We are constantly bombarded with changes which can affect us all. We make sure the plans you have in place are able to adapt to constant changes which will help you manage your lifestyle.
31 Affleck Avenue, Radcliffe, Lancashire, M26 1HN
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