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 assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
Strabens Hall are experts in financial planning, wealth structuring and investment advice.
We combine many of the aspects of a family office and wealth manager, to help our clients to create, conserve, enhance and enjoy their wealth. Founded in 2007, Strabens Hall was established as an independent fee-based wealth advisory business and continues to follow those principles.
Strabens Hall have significant depth and breadth of expertise, resulting from many years’ experience helping clients resident both in the UK and in other jurisdictions.
Many clients come to us for support in all of their financial affairs on a continuing basis, while others seek advice on a particular issue or project. We adapt our approach to meet individual needs.
Our advisers can assist in the following areas:
Retirement and pension planning, tax-efficient wealth structuring, estate planning, expert witness work, life and ill-health insurance, asset allocation, cash-flow modelling, employee benefits, business financial planning and investment advice.
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.