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
We are a full service IFA firm providing bespoke advice in all areas of financial planning and wealth management.
- Investment Advice considering risk mitigation and tax efficiency.
- Retirement Advice including pension accumulation & transfers together with options for drawing benefits.
- Estate Planning including the use of trusts to mitigate exposure to Inheritance Tax and ensure wealth is passed into the correct hands.
Westcountry IFP Limited 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.
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.