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 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 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 qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
We are a firm of Independent Financial Advisers 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 25 years experience and managing over £280m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships.
We offer a personal service.
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We specialize in pensions, investments, insurance, inheritance tax planning and retirement planning.
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