This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Established in 1990, Finance Shop has grown to become one of the region's leading firms of Independent Financial Advisers. With offices in Norwich, Gorleston and Lowestoft, we have our roots firmly in East Anglia but also deal with clients across the country.
Our success has been built upon "word of mouth" referrals from existing clients and close relationships with solicitors and accountants.
With over 200 years of financial services experience within the firm and over £650 million of assets under management, we have the expertise and knowledge to be able to advise on all aspects of financial planning.
Our aim is to be known as East Anglia’s best Independent Financial Advisers. It is therefore vital to maintain the trust of our clients and ensure they receive a quality of service which is of a consistently high standard throughout the company. To underpin this commitment, we have a number of performance standards and initiatives that we feel will cement our relationship with both existing and new clients.
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