Ed Wilkinson is Co-Founder of Performance Leads and FinancialAdvisers.co.uk. Ed has worked in digital marketing since 2005 and specialised in the Financial Services vertical since 2015.
Qualifications
Chartered status is a recognised mark of distinction in the financial advice profession. It demonstrates that an adviser has met the highest standards of education, experience, and professionalism. When looking for a financial adviser near you, Chartered financial advisers are often in higher demand as Chartered is an indicative quality
Qualifications
1.Be Approved by the FCA: The Financial Conduct Authority (FCA) in the United Kingdom conducts the "Fit and Proper" test to assess whether individuals are suitable to perform specific roles within the financial services industry. This is part of their wider initiative to ensure that firms and
Qualifications
Financial advisers in the UK must: Hold Relevant Qualifications: They need to have the necessary qualifications for the specific type of advice they provide. The Retail Distribution Review (RDR) standards set out the minimum level of qualification required. 1. Be Approved by the FCA: Advisers must be approved to perform
savings
Premium Bonds are a type of savings product issued by the UK government through the National Savings and Investments agency (NS&I). Instead of paying interest, Premium Bonds enter the holder into a monthly prize draw where they have the chance to win tax-free prizes. The prizes range from
Qualifications
Financial Advisers are professionals who offer advice on financial matters and recommend suitable financial products. To practice as an IFA, individuals must obtain relevant qualifications and adhere to regulatory requirements. Here is an overview of some of the key qualifications: 1. Diploma in Regulated Financial Planning (DipPFS or DipFA) * Issuing
Debt
Dealing with personal debt in the UK can feel overwhelming, but with the right approach, you can tackle it systematically. Here are some steps and considerations to help you manage and reduce your debts: 1. Acknowledge the Debt: Recognize that there's a problem and commit to addressing it.
savings
Pensioner bonds, officially named 65+ Guaranteed Growth Bonds, which are no longer available for sale, were fixed-rate savings bonds offered by the government-backed National Savings & Investments (NS&I) for individuals aged 65 and above. These bonds were introduced in January 2015 with the intention of offering senior citizens
IHT
Inheritance Tax (IHT) planning is crucial for ensuring that your estate is passed on to your heirs with the least possible tax liability. In the UK, IHT is charged on the estate (the property, money, and possessions) of someone who’s died. There are various ways to plan for IHT,