Succession Wealth - Mackenzie Investment
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 assessed a knowledge and understanding of portfolio investment management.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 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.
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 recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
We have invested in both our people and our infrastructure, all of this is to ensure that we deliver a financial planning process that your wealth deserves. We enshrine a team approach to every client so that no matter who you make contact with, they will be aware of you and your circumstances.
We know that everyone has individual needs, and situations differ from person to person. This is why we are passionate about ensuring our financial planning is holistic and bespoke to each client
We will be spending time getting to know and understand you and your family, identifying your goals and objectives, in order to put your Succession Plan in place. We will also collaborate with the other professional advisers you employ to ensure an integrated solution. This alone sets us apart from our competitors.
With offices in both Inverness & Elgin our four Financial Planners have over fifty years experiences in the Financial Services Industry. With Duncan Mackenzie holding Chartered status, Chris Dunn, Daniel Murdoch and Jake Bernardi are all following suit and working towards this.
Specialist in Pension and Final Salary schemes.
We value our clients as individuals and continue to have a lifelong relationship with them.
This individuality allows us to have an in-depth knowledge of their financial affairs and enables us to provide a bespoke financial plan, with the ability to evolve over the years and adapt to changing personal circumstances and legislation.
We also utilise external expertise in areas such as Tax and Estate Planning when appropriate to cover every aspect of a client’s financial planning requirements.
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