The Route
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses a knowledge and understanding of financial protection plans.
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
Many financial planners claim to be the best. Yet we believe that the proof of this lies in both the process and the results delivered by the business.
When you join The Route, the financial planning process starts with you and your family. We take the time to understand your individual goals and needs, preparing a financial plan that sets you up for success. We engage with you throughout the process to produce a plan that meets your needs and is achievable.
The Route offers a truly independent approach to financial planning, selecting from across the full range of financial planning solutions to identify those most suitable for you.
Working with us, you can expect 100% service availability - rather than ad hoc - as well as complete transparency with regards to fees. We also commit to reporting via regular servicing meetings and access to our online Member Portal.
Our processes are digitally enabled, allowing us to ensure advice is provided in a prompt and efficient manner with meetings held both in person and virtually.
We take the time to understand your unique circumstances and your life goals. We then apply the latest financial planning techniques before making our recommendations.
Your journey with The Route will start with an initial, no-commitment consultation with one of our team. Once you are satisfied that we will add value to your financial plans, you will establish a relationship with The Route that will encompass the initial planning process and lead to an ongoing and enduring relationship between us.
During our initial discussions, we will explore the full range of financial planning solutions, ranging from tax-efficient investments, pension reviews and retirement planning and advice on estate planning and leaving a legacy. During our conversations we will explore which of these are most appropriate for your own circumstances,
Because we are independent we can access solutions from providers across the whole market, securing the best pricing and service levels for you.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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