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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Mayfayre, established in 2004 are a small Somerset-based firm of Independent Financial Advisers who have built a strong, local reputation by providing solid and impartial financial advice, combined with a non-negotiable commitment to financial integrity, with friendly, professional service tailored to each client’s individual financial needs and situation.
As completely independent Financial Advisers with access to almost the whole UK financial services market, we are fully committed to making sure that each client receives as much up-to-the-minute and objective financial information as they feel they need to help them make the right financial choices for their own financial future.
Look after our clients for the long-term, as if they were personal friends & family.
At Mayfayre, you can be certain you’ll always receive an outstanding level of personal service – because we treat every client as a potential or actual friend, and not just as an anonymous account number like some other financial institutions. It’s always been our policy to take on only a very limited number of new clients, so that we can always provide a very high level of personal service that many of our competitors’ clients can probably only dream of.
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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.