MHA Monahans Wealth Management
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
This examination assesses a knowledge and understanding of financial protection plans.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements
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 exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
Our team of Independent Financial Advisers, can advise you across a range of financial subjects including investments, pensions, insurances and wealth management. We will help you to make considered decisions about your financial future though our client focussed approach.
Our Chartered status is a reflection of the quality of independent financial advice we provide. We are a part of the Monahans Group of companies, so always consider the tax saving opportunities from any financial recommendations we make.
In 2007 we were one of the first IFAs to achieve Chartered Status.
We offer advice to all types of private and business clients. We have professional connections across the regions and our clients extend throughout the UK.
As IFAs, we provide the very best solution to any financial requirements you may have. We aim to create a long-term relationship with you, working to understand your requirements, enabling us to provide individual guidance without bias.
What makes us different is the personal way we deal with our clients. Every financial plan we recommend is tailored specifically to that persons' needs
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