Alistair Hill DipPFS EFA

Straight-talking Financial Planning.
  • 64 view(s)
Alistair Hill DipPFS EFA

Alistair Hill DipPFS EFA

Straight-talking Financial Planning.

About

  • 64 view(s)
  • Straight-talking Financial Planning.

Areas of expertise include:
- Wealth restructuring - Ensuring your wealth is under your control.
- Retirement Planning
- Pension Transfer Specialist - CII Certificate in Pension Transfers.
- US/UK Cross Border Financial Planning
- Financial Protection - Life/Critical Illness Insurance.
- Inheritance Tax Planning
- Lifetime Allowance Planning
- Mortgage Advice & Equity Release

Having graduated from one of the UK's top business schools with a BA in Business Management & Economics, I continued my professional development in achieving the Chartered Insurance Institute's Level 4 Diploma in Regulated Financial Planning, as well as the NASAA Series 65.

As a member of the Personal Finance Society, I am currently completing the CII Chartered Financial Planner pathway.

Type Of Advice

Independent financial adviser

Education

  • Diploma in Regulated Financial Planning  (Dec, 2017 - Dec, 2018)

    Chartered Insurance Institute

  • Certificate in Pension Transfer Advice  (Oct, 2020 - Oct, 2021)

    Chartered Insurance Institute

  • SERIES 65 Uniform Investment Adviser Law  (Oct, 2021 - Oct, 2021)

    North American Securities Administrators Association

  • BA Business Management and Economics  (Aug, 2014 - May, 2017)

    Nottingham Business School

Review ( 0 )

Leave Your Review

Please Login To add Review

Consult Q&A

Consult Q&A

Get answers to your queries now

Ask Question

Questions

No query answered yet.

Change currency
USDUnited States (US) dollar