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Introduction To Financial Planning
Savings & Investments

Introduction To Savings & Investments
Capital Investment Bonds
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Junior ISAs
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Equities
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Unit Trusts
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Pensions

Retirement Planning
National Employment Savings Trust (NEST)
Occupational Pensions / Auto Enrolment
Annuities
Income Drawdown / Unsecured Pension
Personal Pensions
Stakeholder
State Pension
SSAS
Executive Pension Plan
SIPP
Wealth Management

Introduction to Wealth Management
Relationship Management
Trust Information
Lasting Power of Attorney
Taxation

Introduction to Taxation
Income Tax
Capital Gains Tax
Inheritance Tax
Protection

Why Protection is Important
Life Assurance
Family Income Benefit
Income Protection
Private Medical Insurance
Critical Illness
Business Protection

Introduction to Business Protection
Key Person
Share Protection
Directors' & Staff Benefits
Income Protection
Relevant Life Cover
Employers' Liability
Professional Indemnity
Mortgages

Introduction To Mortgages
Mortgage Repayment
First Time Buyer
Remortgaging
Standard Variable Rate Mortgages
Fixed Rate Mortgages
Tracker Mortgages
Cashback Mortgages
Offset Mortgages
Second Charge Mortgages
Buy-to-let
Self Build Mortgages
Equity Release

Introduction to Equity Release
Types of Equity Release
Lifetime Mortgage
Home Reversion Plan
Drawdown Lifetime Mortgage
Home Income Plan
Costs
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Give us a call on 01454 773174 or drop us a message

Give us a call on 01454 773174
or drop us a message