This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
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 assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
Do you want to feel 'Confident' about every financial decision you make?
Do you want the 'Peace of Mind' that your money is invested in the right place?
Do you want 'Reassurance' that you have a financial plan in place so that you know exactly when you can retrire and enjoy your future lifestyle?
Our Aspire Financial Planning service does all of this and more.
At Oyster we provide all the traditional services you would expect from an independent IFA.
Our Aspire service allows us to learn everything you earn, now and in the future plus any liabilities and assets.
We then add in the cost of your desired 'lifestyle' both now and into the future.
We can then demonstrate with an easily understood picture concept what your financial future will look like. This will then become the framework for all financial decisions you make in the future.
You will know the impact of every financial decision you make before you make it, helping you make an informed choice each and every time.
For a FREE initial meeting, make an appointment and come see us on Hythe Marina, just outside Southampton.
Our main strength as a truly 'Independent Financial Planner' is carefully listening to our clients needs and then creating carefully structured solutions to ensure all of your immediate, short term and longer term ambitions happen.
We have various different services to meet the diverse needs of our clients.
We can choose from the entire range of providers, investment choices and products.
Having advised for over 20 years we have a clear proposition, that our clients truly value, working with partners who we have used for many years.
Cost and customer service are central to everything we do at Oyster.
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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.