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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
Mark has almost 20 years of experience in the Financial Planning industry. He has a dearth of experience looking after City professionals, including Accountants, Lawyers, Barristers and their families.
Mark's Chartered Financial Planning approach is centred around long-term relationships with his clients and the provision of a high level of personal service in devising and revisiting financial planning strategies, including tax efficient investing and retirement planning. He favours using cashflow forecasting to inform long term decisions around planning for retirement, sustainable withdrawals, gifting and inheritance planning strategies.
Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters.
There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth’s expertise
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