This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Succession Wealth is the UK’s largest Independent Wealth Planning company who looks after over 17,000 clients.
This give us the strength of a national business, which is delivered on a personal and local level.
We always start by asking a few simple questions; what do you want to achieve? How much is enough? When do you want to achieve financial independence?
As an Independent Financial Planner, I specialise in helping my clients take control of their financial future. My aim is to inspire confidence and remove concerns over money being a barrier in achieving financial independence.
Rather than repeating industry jargon, I keep advice clear and simple to understand.
The first step is a no obligation chat to find out more.
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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.