Adrian Mee

Qualifications

FP1 Financial services and their regulation

Assesses an understanding of the financial services industry including regulation and legislation.
FP2 Protection, savings and investment

Assesses an understanding of protection, savings and investment products.
FP3 Identifying and satisfying client needs

Assesses an understanding of conducting a fact-find, assessing the client’s needs, and recommending specific (appropriate) financial products to meet those needs.
G10 (Taxation and Trusts)

This examination assesses a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
G60 (Pensions)

This examination enhances general pension knowledge, particularly in pension transfers and opt-out business.
CF9 Pensions simplification

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
AF7 (Pensions Transfers)

This examination develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
AF3 (Pension Planning)

This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.
Certificate in Pension Transfer Advice

This Level 4 Certificate demonstrates the in-depth knowledge and practical skills needed by anyone seeking to advise on the transfer of safeguarded benefits.
J10 (Discretionary Investment Management)

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.
Certificate in Discretionary Investment Management

This RQF level 4 Certificate develops the wealth strategy and portfolio management skills required for effective discretionary investment management. The qualification satisfies the FCA appropriate qualification requirements for this class of business.
AF5 (Financial Planning Process)

This examination assesses the candidate to develop an understanding of the financial planning process when advising clients.
AF8 (Retirement Income Planning)

This examination develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement
MAQ Certifcate in Mortgage Advice

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Diploma in Financial Planning

This Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
CISI Combating Financial Crime

Developed in collaboration with QCo, this awards provides a global view of transnational crime. It illustrates practical defences, includes the Bribery Act (2010) and focuses on how laws, regulations and best practice continue to evolve across the entire spectrum of associated activities. It covers the background and nature of financial crime, money laundering, terrorist financing, and corruption, combating financial crime, bribery and the role of the private sector.
Award in Long-Term Care Insurance

This Level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.

Accreditations

What does "Chartered Financial Planner" mean?

Adrian’s Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation.

Chartered status is a symbol of Adrian’s technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

Transcript

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Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. At vero eos et accusam et justo duo dolores et ea rebum.

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At vero eos et accusam et justo duo dolores et ea rebum. Stet clita kasd gubergren, no sea takimata sanctus est Lorem ipsum dolor sit amet.