This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 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 financial protection plans.
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 exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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 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.
Welcome to Vision West & Wales.
We are independent financial planners, working with people in the South-West, and Wales who are:
* Planning for their retirement: Making the best of the arrangements you have already put in place, while building a plan to ensure you meet your retirement objectives. And, who knows, perhaps even helping you retire early
* Want to finish working now: Showing you how to arrange your pensions, savings and investments to ensure they provide you with the income you need for the rest of your life while being able to pass on a legacy when you die
* Have already retired: Reviewing the decisions you made when you retired and ensuring that the income you are currently taking from your pensions, savings and investments is sustainable and sufficient for your needs, while planning for the legacies you want to leave after your death
Financial planning should be all about you.
That means we will get to know you; the objectives you have for your money, retirement and family. We’ll then analyse the progress you have made to date, deal with your immediate financial problems and recommend a plan to get you where you want to be.
Listen: Before we can build a financial plan, or offer advice, we need to listen to what’s important to you, while understanding your goals and objectives
Expertise: Our advisers are highly qualified, with the expertise to solve your current financial problems and put a plan in place to meet your short, medium and long-term objectives
Plan: We’re more likely to achieve our objectives if we build a plan, then regularly check it to ensure it stays on track. That’s exactly what we do with our clients
Fun: Life shouldn’t be dull, we do everything with a smile on our face!
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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.