This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
I advise on all areas of financial planning, look after clients at all stages of their lives and particularly enjoy helping clients understand their wealth in a simple way.
Examples of advice given includes:
Savings and Investments
Inheritance Tax Planning
Business Financial Planning
All of the above is underpinned with detailed cashflow planning, and annual meetings ensure that plans are adapted to take into account change of circumstances and new goal setting
While unbiased.co.uk endeavours to verify the information
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.