This qualification helps advisers develop and demonstrate their financial planning capabilities.
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and 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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Sandringham Financial Partners Ltd is a growing provider of expert financial advice in the UK, a national firm of self-employed professional advisers.
At Sandringham Financial Partners, we believe our job is not to guarantee future returns or second guess the market, but to use our knowledge, skill and experience to maximise the chance of you achieving your goals. I am therefore supported by Sandringham’s extensive resources, research and knowledge in helping me to make recommendations that are tailored to your specific needs.
An adviser for 30 years, I am a good listener who gives quality service and plain-speaking advice without the jargon. I have worked extensively with business clients - providing solutions for succession planning, risk protection, pensions and employee benefits. Recent economic conditions and legislation pose fresh challenges, and I can save you time and money through efficient planning. Removing uncertainty lets you focus on running your business more profitably. For personal clients I help to manage your pensions and investments in line with an agreed risk profile, plan to mitigate inheritance tax, and protect your family against the unexpected.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.