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 qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 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.
Working from my base in Newquay I can meet you at your home anywhere across the UK.
Online and webcam meeting facilities are also available.
(Due to COVID 19 and the social distancing measures currently in place, the online meeting facility is proving very beneficial to clients who need help with their financial planning needs)
I am able to advise in all areas of Financial Planning and specialise in;
-Investments and Wealth Management
-Estate Planning and Inheritance Tax mitigation
-Retirement Planning and Pensions
-Protection Planning for you and your family.
Towan IFA Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395 This can be verified by visiting the Financial Services Register. The FCA does not regulate Inheritance Tax Planning.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
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.