This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 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 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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
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.
We help business owners, company directors, senior executives, partners in professional practices and those who have been widowed, to plan for the future and prepare for retirement. Our clients are typically aged between 50 and 60 years old and would like professional advice on how to achieve the best life from the money they have and maintain their desired lifestyle.
We help people answer questions such as:
When can I retire or slow down?
What will I do when I retire?
How much is enough?
Do I have enough already?
Can I afford to help out my children or grandchildren now?
What impact would it have on my family if I died or became ill?
Should I downsize my property?
Can you save me tax?
Lifestyle planning is a vital but often neglected, aspect of financial planning. Failing to look at your lifestyle aspirations and goals will leave your plan incomplete and your finances less likely to deliver the results you want. As a Registered Life Planner® with The Kinder Institute of Life Planning, Matthew is trained to look at the whole picture.
We are independent, unbiased and impartial. We will only ever act in your best interests. That means no hard sell. As independent financial planners, we have unrestricted access to the whole of the market. That means you know if we recommend something to you, it’s solely because we think it is right for you.
We are the only company in Leicestershire to have been awarded the British Standard BS8577 for Financial Planning, demonstrating our commitment to gold standard service. Both Which? and the Money Advice Service direct consumers who need a financial planner to Standards International’s list of firms certified to British Standard BS 8577.
Our investment planning solution is backed up by Nobel Prize-Winning economics and data from more than 50 years of research. We focus on long-term results, minimising risk and management fees to ensure success that will comfortably fund your personal financial goals.
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