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 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, mortgage products, repayment options and the giving of mortgage advice.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
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.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
I am an Independent Financial Adviser with 20 year's experience advising both Personal and Business clients.
My advice is based on your own individual circumstances and priorities with a focus on Investment and Retirement planning, including Pension consolidation, Final Salary Pensions and Drawdown advice.
I am also able to provide Independent Mortgage Advice for you whether you are looking to buy a new property or to review their existing mortgage and I can review your Life assurance needs to make sure that your priorities are covered.
I can advise businesses who need to put a suitable pension scheme in place to meet their Auto Enrolment requirements.
My role is to steer you through your options in each area of the financial planning process and to make these areas as easy to understand as possible. Once the initial advice has been provided I can continue to provide ongoing advice and support with regular reviews so that solutions can continue to meet your needs.
As an Independent Adviser I can source investment, pension and mortgage solutions from the whole of the market in order to find provide the best solution for you. I can also provide Independent advice in the areas of Life Assurance, Critical Illness cover and Income Protection. In addition I hold the Certificate in Advanced Mortgage Advice and also the Certificate in Pension Transfer Advice.
19 Castle Lea, Monmouthshire, Caldicot, NP26 4HR
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