This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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 the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
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.
Strabens Hall are experts in financial planning, pensions, 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.
10 Southwark Park Road, London, SE10 9GB
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.