Sword Wealth Management Ltd
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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
In the current climate, I am offering remote advice if you don't want to meet face to face.
We source the most suitable products for any given needs highlighted during the fact finding process. Financial Planning very rarely is isolated to just one aspect of your life. It is important to be able to take a view on your full situation, both personally and financially, to understand how best to construct your financial arrangements so that they benefit your life to the fullest, whilst also meeting your needs and requirements.
After 14 years working in the industry I have an in depth knowledge of investment management, retirement planning, protection products and tax planning, to make the most of your wealth today and provide security for the future.
I offer a high quality, customer driven service with open, honest advice.
I live in Trowbridge with my wife and two young children. I enjoy running to keep fit and watching various sports but most of all I love spending quality time with my family.
Please get in contact to arrange a free financial review.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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