This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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, understanding and application of the different types of long-term care insurance.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
Financial Planning practice in the heart of Lichfield, Staffordshire who's principal adviser holds both the Chartered & Certified Financial Planner titles. Gareth Reynolds was also Highly Commended in the <url hidden> Young Financial Planner of the year awards for 2015. Gareth also holds the required advanced pension qualification to advise on Final Salary Pension benefits.
We work with you, involving you in your planning needs as you are the most important part. We work primarily with clients looking to plan for or already at retirement and are qualified to assist on all pension planning including Final Salary Benefits.
We take the complexity from your life and give you peace of mind to enjoy it without the concern of running out of money. To get the best out of retirement you need to know that you have enough to live out your dreams and aspirations without worry, this is what we can give you.
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