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 offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
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 examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
The CFA Program has been described as the gold standard qualification for the investment industry. This program thoroughly covers a broad range of investment topics including asset valuation, financial mathematics, corporate finance and portfolio management
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
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 assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
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 specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
We are a fully independent wealth management company which allows us to choose the best products and providers for clients needs. We are highly qualified in the areas in which we advise and we find by listening to what clients truly hope to achieve, we are able to build a plan to help them get towards this and have the lifestyle that they want.
We are able to help with all areas of financial planning and wealth management including the following:
Financial Planning & Modelling
Helping you to build a detailed financial plan to help you to understand what is needed in order to achieve your desired future lifestyle or make a major purchase
Pension Savings and Investment Planning Ensuring that your savings are invested in the most tax efficient way and working hard for you over the long term
Ensuring you get the maximum benefit from your savings and making sure they do not run out during your lifetime and helping you to understand all of the options available
Inheritance Tax Planning/Family Wealth Transfer
Helping you to plan your estate to ensure that it goes to your beneficiaries on death rather than the tax man
Ensuring that you and your loved ones are taken care of should the unexpected happen
Making sure your savings are invested for positive impact
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