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 pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
I am based in Coldstream but I am able to visit you in your home anywhere in the Borders or we can arrange for a confidential office meeting at your convenience.
I pride myself on building trusted relationships with my clients, this enables me to provide the best possible bespoke advice relating to retirement and pensions, investment and tax planning, and financial protection such as life and critical illness cover.
Principal Office and address for correspondence: Truly Independent Ltd, Atlantic House, Parkhouse, Carlisle CA3 0LJ.
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