The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
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.
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