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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 recent pension reforms and how the changes impact at-retirement advice.
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
Based in Weybridge, in close proximity to London, and also for Heathrow and Gatwick, the main hubs that link London to the world.
Second office in London near Victoria Station.
Our wealth planning process is personal and interactive, with your engagement at each step.
We help our clients to embark on a journey from being the owner of many financial products, to being the owner of their financial future.
We spend time to gain an understanding of your values, dreams and goals, and help you identify your financial objectives.
We then prepare detailed wealth plans for you to achieve the above financial objectives. We will keep these under review through an annual progress meeting.
We have further specialisms like financial settlement and planning in case of a divorce, and long-term care planning.
Please also ask us about our minimum volatility portfolios based on quality investing, how these portfolio reduce risk and deliver better outcomes to investors. For this check our insights page on our website and 'why quality investing' article.
We also run bespoke ethical portfolios (based on clients requirements) and have a new offering to decarbonise client portfolios.
N2 Asset Management Limited are authorised and regulated by the Financial Conduct Authority, reference number 837211
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