Wetherall's
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during 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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This exam accesses understanding of the financial services industry including regulation and legislation.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This examination assesses a knowledge and understanding of financial protection plans.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
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.
We advise clients at all stages of their financial journey; so whether you’re planning to retire or you’re just starting out in your career, we’re here to help.
We’ll start by understanding your current situation:
• What are your financial concerns?
• What are your aspirations?
We’ll ask you the right questions, build a plan that supports your goals and work with you to help you manage your finances through life’s ups and downs.
At Wetherall’s, we do things differently.
Rather than focusing on individual products or the minutiae of markets, we deliver holistic financial planning that covers all areas of your finances. It’s designed to:
• Help you make informed decisions
• Remain focused on your goals
• Live the life you and your family want
Financial planning is about strategy, guidance and project management. It’s about using your money effectively to live a good life and achieve your goals. It’s about independent financial advice that puts your needs first.
In a recent survey, we asked our clients what the biggest benefit in working with us was. Here are some of their answers:
“Sense of achieving financial security for our preferred lifestyle in retirement.”
“Expert and tailored advice from people who are friendly and approachable.”
“The calmness of a safe pair of hands and reassurance at the end of the phone - the staff are very caring.”
“Peace of mind that my family’s long term goals are understood and being clearly progressed by an individual I like and trust.”
“Confidence that I/ we are in the best hands.”
“Peace of mind that the best people are looking after my finances.”
“Highly professional service with significant personal touch and full understanding - always ready to help.”
“Knowing our financial needs are being well looked after and that staff are always available should the need arise.”
“Complete confidence in knowing that our financial affairs are being handled with care and responsibility.”
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Telephone
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Online (Live chat, video, email)
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Face to face
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