Qualifications

  • Advanced Diploma in Financial Planning

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

  • Diploma in Regulated Financial Planning

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

  • Certificate in Equity Release

    This 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.

  • Certificate in Mortgage Advice

    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.

  • Certificate in Life and Pensions

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • 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.

  • AF1 Personal Tax and Trust Planning

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

  • AF3 Pension Planning

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

  • AF5 Financial Planning Process

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

  • NSC Non-Unit Specific Credit

    This credit recognises prior learning or qualifications achieved outside the CII framework that contribute towards the overall credit requirements for a CII qualification.

  • R01 Financial Services, Regulation and Ethics

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

  • R02 Investment Principles and Risk

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

  • R03 Personal Taxation

    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.

  • R04 Pensions and Retirement Planning

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

  • R06 Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

  • CF3 Financial Protection

    This examination assesses a knowledge and understanding of financial protection plans.

  • CF6 Mortgage Advice

    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.

  • CF8 Certificate in Financial Planning and Long-Term Care Insurance

    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.

  • ER1 Equity Release

    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.

Professionally

Paul started his career in financial services just before the Global Financial Crisis in 2008, an experience that provided invaluable lessons about the realities of market movements.

For nearly two decades, he has been helping clients create tailored financial plans that reflect their individual goals and circumstances.

Paul specialises in financial planning for business owners, busy professionals and retirees, supporting clients in making informed decisions for their future.

He takes pride in building long-term relationships, guiding each client through the planning process with practical, personalised advice.

FCA Register Qualifications Statement of Professional Standing

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Take the first step toward a clearer, more confident future.

    New Path Financial Ltd is entered on the FCA register under reference 1034112.

    New Path Financial Ltd is an Appointed Representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. The registration number is 223112. Registered Office: Kingsway House, 40 Foregate Street, Worcester, Worcestershire,

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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