This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of financial protection plans.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
Specialising in pensions and retirement and providing personal financial advice, face-to-face, phone or video-calls.
Consultations and reviews are free of charge, usually at your home or place of work from 8am - 8pm Monday - Friday or between 9am -12 Midday Saturday’s.
Advice can be provided in areas of;
- planning your retirement,
- defined benefit pensions,
- investment or pension drawdown
- pension transfers,
- estate planning,
- investments for growth / income.
Mark is a Chartered Financial Planner. After gaining a degree in Business and Economics in 1998, Mark qualified as a financial adviser in 2000. He has 22-years experience with Natwest, HSBC & True Potential. Mark spent 3-years in Guernsey and Jersey (2010-2012) advising on complex offshore pensions, annuities, trusts and investments to ex-pat and overseas clients.
Mark has completed the 2021 Advanced Diploma qualification, AF8 Retirement Income Planning to ensure knowledge and the advice provided is correct and up to date with the latest industry and market developments. Mark also has the AF4 investment and A1 'tax and trusts' advanced diploma qualification.
Advice is provided without jargon, in a friendly manner, at your pace and timescale.
Mark helps clients in all stages of retirement planning.
• Retiring NOW?
Reviewing all the options can be daunting. Whether you just want to sense-check your ideas, OR review all options available, Mark will help you plan the most tax-efficient, cost-effective and sensible options to help you get the most from your assets.
• Retiring within 2 years?
It’s essential to start planning now, establishing your retirement goals and dreams and how your pensions and assets can support you.
• Building your assets to secure your retirement?
Mark will help you build a plan, use the right products to help you meet your goals and ambitions in the most tax-efficient and cost-effective way.
Using the award-winning True Potential client site or app, clients can review balances daily, add to pensions/investments in seconds and keep up to date with market developments.
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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.