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 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 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 assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement 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.
Primary Financial Solutions is a family run financial advice practice. Our advisers are able to help clients across the country, as well as locally.
Primary Financial Solutions was founded to help clients who need personalised financial advice tailored to their individual needs and circumstances.
We work with our clients to understand their current financial situation and what they are looking to achieve. We take the time to understand their goals and use our expertise to guide our clients towards them.
One of the main areas we can add value to our clients is by reviewing their existing pension portfolios. Pension planning is an important and topical, but often forgotten, part of financial planning.
Checking that your current personal pensions are working effectively for you is something best done now, rather than waiting until it is possibly too late. Transferring to a new scheme, if that is appropriate, and regular reviews to ensure you stay on track, could make the difference between just getting by or having a more comfortable retirement.
Getting to know our clients is the main reason for our success so far.
From the initial meeting through regular reviews, the more we know about you and what you what to achieve the better our advice can be tailored to suit. We build on our first experience together, with reviews at least annually, which means that we can evolve your plans as your circumstances change.
Using this approach, we have found that our clients are happy to introduce us to friends and family as they feel comfortable that we are here to help - now and in the future.
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