PSA Financial Services - Glen Coleman
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.
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 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.
I am a fully qualified Financial Adviser, achieving my qualifications via the Chartered Insurance Institute. I assist my clients with all aspects of their Financial Planning including, Retirement Planning, Investment, Tax Planning, Life Assurance and Mortgages.
I thoroughly enjoy what I do, and hold the mantra that ‘my clients come first at all times’, always making sure everything remains suitable for them on an ongoing basis.
We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
With over 20 years experience and managing over £100m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships,
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Telephone
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Online (Live chat, video, email)
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Face to face
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