In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
An all-round service, including tax and investment planning, Wills, Powers of Attorney and Inheritance Tax planning. Unrivalled expertise 'all under one roof'.
We advise on all types of mortgage, including specialising in Equity Release.
We can use our strength to your advantage to offer exclusive deals not available from lenders direct.
We have offices throughout Furness and the South Lakes, including Kendal, to give you the advice you need.
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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.