This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 financial services industry, including regulation, legislation and the Code of Ethics.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
At Pettecrew Financial Planning we are Independent Financial Advisors and therefore research the whole market place for the very best solution for you. Our clients are at the heart of everything we do and we strive to improve your financial position by adopting a personal and jargon-free approach.
We understand that financial planning can seem complex and sometimes daunting. With the recent pension changes, it has never been more important to get high quality advice. We aim to maximise tax efficiency and create a pathway to help you achieve your stated investment or retirement objectives.
We believe that everybody is an individual and provide tailored financial solutions to both corporate and private clients. Extensive use of award winning web-based technology provides our clients with access to their own secure website. An initial consultation is free of charge and without obligation.
We are passionate about helping you achieve and maintain your financial independence at whatever stage you are in life.
They key to sound advice and on-going service is always dependent on a clear understanding of your financial goals. We know that over time, these goals can sometimes change and as a valued client, you can rest assured that we are always here for you.
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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.