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 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 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.
I take an alternative approach compared to most Financial Advisers. The 2 main differences are:
1. I focus my time on learning about you, what's important in your life and what your ideal future looks like. A plan is then built on achieving this rather than focus solely on the financial products available to you.
2. I work with a small number of clients so that I am available to proactively get in touch to review your plan and support any financial or lifestyle decisions you will go on to make.
I specifically work with clients approaching (and in) retirement as well as business owners. This allows me to understand the very specific challenges (financial and non-financial) these types of situations involve.
Suite 3.12, Grosvenor House, Hollinswood Road, Central Park, Shropshire, Telford, TF2 9TW
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