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 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 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 an ability to analyse pension and retirement planning issues.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
I take great pride in offering unbiased, down-to-earth & friendly advice on all aspects of financial planning - including ISAs & other investments, life assurance & pensions, tax planning (including inheritance tax), mortgages & school fees planning. I have worked in the East Devon & Exeter area since 1987, providing comprehensive advice and regular reviews and am a registered individual of Positive Solutions (Financial Services) Ltd.
Clients will always get a personal service from me. In recent years I have been surveyed twice by the Financial Times 'mystery shopper' and I am proud to say that I came top on both occasions.
Longfield, Church Road, Whimple, Exeter, EX5 2TF
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