This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
We have been providing clients with bespoke, financial advice for over 20 years. We believe we have been successful for a number of reasons - dedicated to giving highly individual advice that is entirely focused on clients' specific circumstances and needs. Always ensuring awareness of the ever-changing developments within the financial services industry. Able to offer the most suitable products combined with tailored advice to clients.
In an industry currently experiencing rapid change, professional, financial advice you can trust has seldom been more important.
Providing tailored financial planning supported by one of the UK's leading financial services firms. We aim to place you at the heart of everything we do by developing lifelong client relationships based on trusted advice as their financial needs evolve.
Particular areas of specialism include pension and retirement planning, investments and protection.
We offer a no obligation review of your personal financial needs and circumstances.
Why not get in touch and see how we can help.
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