Alan Charles: A Profile

Alan Charles: Independent financial adviser
Alan Charles
APFS ACIB
Professional Qualifications

Chartered Insurance Institute Advanced Diploma in Financial Planning:

  • G10 Taxation and trusts (Oct 1995)
  • G20 Personal investment planning (Oct 1995)
  • G60 Pensions (Apr 1996)
  • G70 Investment portfolio management (Apr 2001)
  • CF9 Pensions simplification (Oct 2005)
  • H25 Holistic financial planning (Oct 2001)
  • K10 Retirement options (Oct 2001)
  • K20 Pension investment options (Apr 2002)
  • SV1 Savings and investments (July 2003)
  • J04 Pension funding options (Oct 2008)
  • J05 Pension income options (Oct 2008)

Chartered Institute of Bankers Associateship Diploma (completed October 1994):

  • Law relating to banking services
  • The monetary and financial system
  • Accountancy
  • Management
  • Investment
  • Administration of estates
  • Taxation
  • Law of persons