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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
We are presented with a wide variety of money related issues. Some people are looking for help with long term care funding or estate planning, or reviewing the investment strategy under their ISA's, others want advice about consolidating old pension plans, because they are concerned about the level of charges, fund performance or how they can invest in a way that reflects their values.
Lots of people will be starting to think about when will they be able to afford to retire and wondering how much money they are going to need to save so they can enjoy a comfortable lifestyle.
Whilst all these concerns are undoubtedly very important, it is more critical to find out what they really want from life. Once we fully understand this, we can then talk about how their money can support them.
That’s why everything I do is designed to help clients to lead the lives they truly want to and maximise their joy and fulfilment in life.
RockWealth differs from most financial planning firms; we offer fixed fees and our investment philosophy is based entirely on evidence, with an environmental, social governance (ESG) underpin. Not on market speculation.
I listen to people so they can determine what is truly important and what their life purpose is. I want clients to feel empowered and motivated to make meaningful, achievable and effective financial decisions. They can then use their energy to navigate any personal or money obstacles that may arise in future, knowing that their investment strategy will not let them down.
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