Expertise
- Wealth Management
- Inheritance Tax Planning
- Income Protection
- Pensions
- Pension Transfers
- investment planning
- ISA's
- Investment
- family protection
- Mortgage
Summary
We help down to earth people confidently make the decisions they need to achieve their financial goals.
Experience
-
Storeton Rose Financial Planning
Chartered Financial Planner
- Current
Qualifications
Chartered Financial Planner
Qualifications - Personal Finance Society (PFS) and Chartered Institute of Insurance (CII)
APFS Level 6 - Advanced Diploma in Financial Planning
DIPFS Level 4 - Diploma in Regulated Financial Planning
(AF2) Business financial planning
(AF5) Financial planning process
(AF6) Senior management and supervision
(AF8) Retirement income planning
(CF8) Long term care insurance
(ER1) Equity release
(J07) Supervision in a regulated environment
(R01) Financial services, regulation and ethic
(R02) Investment principles and risk
(R03) Personal taxation
(R04) Pensions and retirement planning
(R05) Financial protection
(R06) Financial planning practice
(LF1) Life and pensions foundations
(LP2) Financial services products and solution
Qualifications - London Institute of Banking and Finance (LIBF)
Certificate in Mortgage Advice and Practice (CeMAP®)
Certificate for Financial Advisers (CeFA®)
Financial Services, Regulation and Ethics
