This qualification assesses a knowledge and understanding of investment products and the application of 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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
Over 18 years experience helping clients achieve their goals and secure their financial future, advising on all aspects of financial planning and wealth management. Highly competent in all aspects of pension advice, investment planning, estate planning and financial protection.
I really enjoy working with new and existing clients to make a positive difference to your financial situation. I aim to explain things in plain English and create a professional but relaxed environment in which to discuss financial matters before providing tailored advice to help build and preserve your wealth over time.
After spending 15 years building my expertise working for the Royal Bank of Scotland group, I joined True Potential Wealth Management, part of the award winning True Potential group. Working in partnership I can offer a highly sophisticated, innovative, client centric proposition which allows me to deliver outstanding service, choice and value to my clients.
Please call/email me for an initial discussion around your plans and circumstances. The initial consultation is free and without obligation and is a great opportunity to find out more, ask questions and for me to outline how I can help. I have flexibility to meet at a time and location to suit you.
My approach is to listen carefully, so that I fully understand your circumstances and what’s important to you. Planning for a comfortable retirement, protecting yourself or saving for the future, I can help.
I work at a pace that my suits you. All advice is tailored around you and your objectives and presented in an open, relaxed and professional manner.
I establish and maintain excellent advisory relationships with clients. Setting up a plan is important, but supporting you with this plan over time is where I can really make a difference to your prosperity.
Please get in touch.
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