Luke Mather

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 technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

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.

This qualification enables professional advisers to develop specialist planning capabilities, covering topics such as personal tax and trust, business financial, pension and investment planning.

The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

This level 4 Diploma meets the FCA's qualification requirements for retail investment advisers and helps candidates to develop core technical knowledge and financial planning capabilities.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This unit develops and demonstrates the advanced skills needed for advising on income planning to those in and approaching retirement.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

This qualification develops an understanding of the financial services industry, including regulation and legislation.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.