This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
Routen Chaplin Wealth Management Limited are well-established independent financial advisers based on the Nottinghamshire and Derbyshire border. Committed to delivering the highest levels of expertise and service, we work with clients across the UK, but predominantly throughout the East Midlands.
As an independent financial services provider we offer impartial advice on all aspects of personal and business finance. Our loyalty is to our customers and we will always recommend the most appropriate product and investment solutions for you, providing maximum value via our friendly, service-orientated team of advisers.
Provide a World Class Service to all our clients, by putting their interest first.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.