In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
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 the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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.
Lyn Financial Services was originally formed in Lynton in 1986 to serve the financial needs of the local community. The company now has 4 offices in Devon and Somerset with a team of Independent Financial Advisers and Mortgage Brokers and appropriately qualified staff whose aim is to provide quality advice to our clients.
We are whole of Market and can provide advice across a wide number of areas. Mike specialises in the pension and investment area's where through his independent approach allows him access to a wide number of solutions and the best providers within the market.
We have collectively spent years in the market enabling clients to meet their goals and aspirations. We keep up to date with the continual changes in the investment and pension world which ensures we are aware of the best routes and alternatives available to our clients.
Lyn Financial Services, Wessex Lodge, 11-13 Billetfield, Somerset, Taunton, TA1 3NN
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