Pension ManagementWelcome to JM Independent Financial Advisers (IFA) Ltd. If an adviser says they are independent, their advice must be: based upon a thorough analysis of the market impartial, Pension Reviews Edinburgh without impact from product companies Some advisors make use of systems, which are on the internet services that feature a variety of financial investments in one place.
They advise individuals and businesses from all over Scotland and the rest of the UK. Their Scottish base in Glasgow is no barrier to offering expert whole of market independent financial advice to individuals and businesses based in England, Wales and other parts of Scotland.
Our What We Offer section details some of the services available from Astute Financial Planners, while the Client Scenarios menu contains a number of hypothetical scenarios based on our previous work as independent financial advisers and the level of service we can offer.
Just follow any of these links to book your free meeting: A free pension check for retirement or pensions planning, a free financial health check for general financial planning, a free investment check to help actively manage your investments or a free mortgage check whether you're a first time buyer or looking to remortgage.
This may include pensions, investments and protection policies accumulated over the years, so such a report can be a very valuable, detailed summary of your financial affairs, drawing attention to steps to consider in order to achieve your personal financial objectives.
The other main body of qualifications an adviser may have is from the London Institute of Banking & Finance (formerly the Institute of Financial Services), which offers a Diploma for Financial Advisers (DipFA), level six Diploma in Financial Advice (Adv DipFA) and Certificate in Financial Administration & Planning (CeFAP), among others.
Investments can take many forms, ranging from a simple investment portfolio to investments held within specific wrappers” such as investment bonds and pensions. HDC managing director Heather Dunne said business had grown exponentially” in the last few months up to June 2015 as clients became aware of the pension reforms, and the FCA introduced tighter requirements on transfers.
This allows us to serve our growing number of clients in the most efficient way and enables us to refer those who require more specialised independent advice, onto our network business. As the BMA is not regulated to provide financial advice, we have a partnership with Chase de Vere Medical, who specialise in independent financial advice to the medical profession.
The Government and the pensions companies wish to protect themselves at the expense of individuals and as we are aware the free market does not always work, otherwise the cost of Financial Advice would be significantly lower. Farrell Financial Planning are independent financial advisers (IFAs) based in Glasgow.
This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only. Shortly after joining Rathbones in 2015, Alanah completed her Diploma in Financial Planning from the Chartered Insurance Institute (CII). Integrity IFA Ltd are independent financial advisers authorised and regulated by the Financial Conduct Authority, 514600.
Restricted ‘whole of market' means advisers who can offer available products from all companies, but who may specialise in a particular area, such as pensions. Chris ensures that all of his clients examine all areas of financial planning to help them and their families plan in an ever-increasing complex world.