This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Tankard Wealth is an international financial advisory and wealth management company that caters for high net worth individuals’ financial objectives and goals by assessing their financial circumstances, and using our expertise to reach a solution. Our services include, but are not limited to; pensions, trusts, investments, ISAs, portfolio management and inheritance tax planning. We also specialise in the investment management of corporate pension schemes and charities for their trustees.
What makes us unique from all our competitors is the management’s dedication to our team. Internally developing our professionals is of high importance, and with a solid organisation of experienced and loyal advisers at the helm of the company, clients can rest assure that they are provided with the most suitable and appropriate advice.
Each client works with their own Investment Manager. Together, they will devise, implement and manage a tailored financial strategy that is fully in-line with the client’s circumstances, requirements and plans for the future. The strategy is then reviewed in tandem with the investment committee, and provided that the team is in agreement, the strategy is given the seal of approval.
We specialise in international investment advise for both UK residents and non UK residents. As a result we have a good understanding of offshore investment products as well as potential tax complications. We are able to provide innovative investment solutions to ensure your financial goals are met.
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