INDEPENDENT FINANCIAL ADVICE CENTRE
Authorised and Regulated by the Financial Conduct Authority
97 High Street
Your Home is at risk if you do not keep up any mortgage or payments secured upon it!
You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.
Mike Joslin Dip PFS, Cert CII (MP & ER). Passes FP1, FP2, FP3, CF1,CF3,CF4,CF5,CF6, G60, G10, SV1. MAQ, ER1
Steve Dodge Dip PFS Cert CII (MP & ER). Passes FP1, FP2, FP3, CF1,CF3,CF4,CF6,CF8, G60, G10, G20, SV1. MAQ,CF8, ER1
Stuart Andrews Dip PFS. Passes FP1, FP2, FP3, CF1,CF3,CF4,CF5,CF6, G60, G20, G10, K10, K20, SV1, CF9
Georgina Kitteridge Dip PFS. Bsc Economic’s & Management. Passes CF1, CF2,CF3,CF4, CF5, CF6, CF8,ER1, JO2 ,R02, R03,R04. AF1, AF5
Guy Murray Dip FA. BA (Hons) Passes FP1, FP2, FP3, CF1, CF3, CF4, CF5, CF6,CF8, CeMap, AF5
Luke Adlum Dip PFS Bsc Passes CF6, CF8,ER1,RO1,RO2, RO3,RO4,RO5,RO6. J10,AF4, AF5.
Jenny Jones Office Manager Passes CF1, CF3, CF4 RO1
Paula Fox Accounts
FP1, 2,& 3 all basic qualifications needed to be able to offer financial advice.
G60 Advanced Pensions (permits pension transfer business)
G10 Advanced Taxation and Trusts
G20 Advanced Personal Investment Planning
K10 & K20 Advanced Pension Planning
SV1 Advanced Investment Planning
MAQ Mortgage Advice Exam (needed or equivalent to advise on mortgages)
CeMap Certificate In Mortgage Advice and practice (as above).
CF1 UK Financial Services, Regulation and Ethics. CF2 Investment and Risk
CF3 Financial Protection. CF4 Retirement Planning
CF5 Integrated Financial Planning. CF6 Mortgage Advice
CF7 Lifetime Mortgages. CF8 Long Term Care Insurance
CF9 New Pension Regime from 06/04/2006
ER1 Equity Release.
JO1 Personal Tax. JO2 Trusts
RO1 Financial Services Regulation and Ethics. RO2 Investment Principles and Risk.
RO3 Personal Taxation. RO4 Pensions and Retirement Planning.
RO5 Financial Protection. RO6 Financial Planning Practice.
AF1 Personal Tax and Trust Planning
AF4 Advanced Financial Planning Process
AF5 Financial Planning Process