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 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.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
Palantir Financial Planning Ltd was founded by Eamonn Prendergast.
I Graduated from University with a 2:1 with Hons in Business Studies. I went on to take first regulated financial exam as a qualified investment advisor in 2001 and continues to this day to sit exams on a regular basis to maintain my knowledge of current legislation and regulations.
I was a finalist in the PFS Retirement and Later Life Specialist of the year 2020/21 and 21/22, plus reached the final in the Adviser of the Year category 2020 as awarded by Professional Adviser.
At Palantir Financial Planning we work with both individuals and companies to achieve long term financial success. Palantir Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority
At Palantir Financial Planning Ltd we work back from the client and therefore we offer financial advice with no focus on the product until we get to ‘know our clients’.
We can undertake a review of all your pensions, investments and assets. We specialise in pension advice which include giving advice on Final Salary/Defined Benefit pension schemes. We attempt to make the process as simple as possible for our clients to understand.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Estate Planning, Taxation planning & National savings Is not regulated by the Financial Conduct Authority.
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