Description
All our advisers have attained the Financial Planning Certificate and specialist
advisers hold additional advanced qualifications including the prestigious Chartered Financial Planner
Qualification (the highest
qualification in financial planning set at degree level held by only 2% (approx) of
financial advisers nationally) with the Chartered Insurance
Institute in the following areas:
Taxation & Trusts (G10) * Pensions (G60) * Personal Investment Planning
(G20) * Retirement Options (K10) *
Pension Investment Options (K20) * Mortgage Advanced Qualification (MAQ) * Long Term Care (CF8) * Investment & Risk (CF2) *
Equity Release (CF7) * Pensions Simplification (CF9) New
Legislation
A vast majority of Financial advisers
in the UK have only attained the basic qualifications (Cert PFS), our advisers have the above qualifications you
as a consumer should be looking for in your financial adviser, visit
the Personal Finance Society website at www.thepfs.org to
check out your advisers qualifications.
Lifestyle Financial Consultancy Ltd
was set up in 2001, the team has over 30 years
experience and undergo continuous professional development to keep fully abreast
of new products and legislation.
Because of this , we can ensure our clients
are constantly receiving up to date advice not just for today, but also for the
future.
| 
