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 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 an ability to analyse pension and retirement planning issues.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Park Financial was established in July 2006.
The company is owned and run by David O'Shea and Ivor Harper. We value our independent status, this means we have no ties with any pension, investment or insurance companies, the only interests we serve are yours.
We are highly qualified and experienced combined with a friendly and professional approach.
We specialise in all things pension related and equity release. We also offer the option of a pure, performance based, on-going service which aims to improve your pension/investment returns - if we don’t make a difference you don’t pay us.
We see our role as being to guide you to make the decisions you would make for yourself if you knew everything we know about finance - and then to make sure you understand what you did and why.
We hope this will provide you with opportunities, reduce your worries and give you choices about how you live your life.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
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.