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 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 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. Palantir Financial Planning Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. We work with both individuals and companies to achieve long term financial success.
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’.
Palantir Financial Planning Ltd is a member of Intrinsic Financial Services Network which is owned by Old Mutual. Old Mutual is a FTSE 100 company with over 170 years in the finance industry. In 2016 they delivered Net Client Cash Flow (NCCF) of £5.2 billion which produced an adjusted operating profit of £260 million.
We can undertake a review of all your pensions and assets. This is commonly known as a Health Check which includes gathering information concerning your investments which will consist of a full investigation into any hidden costs, performance of the investments and pensions and the funding position of the scheme. After a full thematic review we will highlight areas of improvement and facilitate any alterations that you may wish to make. We attempt to make the process as simple as possible for our clients to understand. We do this by using plain English
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