This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.
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, understanding and application of the different types of long-term care insurance.
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
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.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
I am a Chartered Independent Financial Adviser at Talis Independent Financial Advisers.
Our head office is based in Ashford and I serve the South East and beyond.
I provide holistic financial advice in all areas of Pensions, Retirement Planning, Investments and Protection - all at both individual and corporate levels and at all stages of the financial lifecycle.
My aim is to give a client peace of mind and provide solutions to help meet their objective - whether that is to provide income, capital growth, tax-efficiency or to simplify complex affairs.
In addition to my industry qualifications, I also hold a BSc degree in Mathematical Studies from the University of Reading.
The ability to simplify what can seem complex or confusing financial matters using a personable and professional approach.
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