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It’s not just the money, it’s what the money can do to transform a person’s future – to afford that once-in-a-lifetime holiday, that forever home, to fund a passion or hobby, to leave something extra for the kids or to retire earlier – that’s what drives us.
When choosing the right wealth management or financial planning advisor we know you’ll have questions, as you should.
Q1
What qualifies you to give me advice?
Tough, but fair question. Our founder is a Fellow of the Personal Finance Society (PFS) and the Chartered Institute of Securities & investments (CISI), the two leading boards for financial advisors. He’s a Chartered Financial Planner and an Associate of the Society of Later Life Advisers (SOLLA), and has been providing financial advice for over 20 years.
Q2
Why should we trust your advice?
As a firm we subscribe to the Pension Transfer Gold Standard and the Financial Vulnerability Taskforce – voluntary codes of conduct based on best practice principles to ensure that you will only ever receive suitable advice from our team. Of course, we’re on the Financial Conduct Authority (FCA) register and we’re proud to also be represented on the government’s MoneyHelper website, which is where many of our clients first find us.
Q3
What do you stand for, as an organisation?
Trusted Wealth is a market leader in pension transfers. We are experts in a wide variety of financial planning disciplines, utilising the power of our independence to offer clients our own brand of gold standard guidance to help them towards a better future, a more financially stable future. We stand for facilitating futures filled with the ‘things’ and ‘experiences’ people would wish for themselves and those they love, providing them with the means to make this a reality.
Q4
How can you help me?
It all starts with a free consultation with our chartered financial planner to get a clear understanding of your goals and objectives, and what you have in place right now. We’ll then help you to formulate a plan of action, from a whole-of-market perspective on the products available to you based on the level of the risk, costs and tax structures that best suit you, now and into the future. And, while that’s where some might leave things, we oversee this plan from then onwards, regularly reviewing it against your changing circumstances, fine-tuning and stress-testing it with our state-of-the-art cash flow planning tools, guiding you towards a more comfortable financial future. Throughout, we offer complete transparency with access to our client portal where you’ll find all the information you’ll need.
ACCREDITATIONS & ASSOCIATIONS
Personal Finance Society
The Personal Finance Society (PFS) is the professional body for the financial advisory profession in the UK, whose role is to promote ethical behaviour, the highest standards of professionalism for technical knowledge and client service for the ultimate benefit of the profession and consumers alike.
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Society of Later Life Advisers
The Society of Later Life Advisers (SOLLA) accreditation scheme is audited and endorsed by the standard setting body the Financial Skills and Legal Partnership (FSLP). Individual financial advisers who gain the SOLLA accreditation have demonstrated a high level of knowledge and expertise in the area of later life financial planning. The consumer organisation Which? and many local authorities recommend that individuals looking for advice in more complex areas of financial planning such as paying for care or equity release seek advice from an accredited SOLLA adviser.
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Pension Transfer Gold Standard
The Pension Transfer Gold Standard is a code of best practice voluntarily adopted by regulated financial firms and advisers offering specialist advice on pension transfers. In particular the Standard covers financial advice on transfers from pension schemes that have protected or guaranteed benefits. Financial firms and advisers who adopt the Standard adhere to a set of principles over and above those they are required to follow by regulation.
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Chartered Institute of Securities and Investments
The Chartered Institute for Securities & Investment (CISI) is a professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.
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Financial Vulnerability Taskforce
The Financial Vulnerability Taskforce (FVT) is a professional body covering the Personal Finance, Insurance and wider Financial Services Sector. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.
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B-Corp
B Lab is the non-profit network transforming the global economy to benefit all people, communities and the planet. Created in 2006, its mission is to inspire and enable people to use business as a force for good.
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Business Against Scams
Friends Against Scams is a National Trading Standards Scams Team initiative, which aims to protect and prevent people from becoming victims of scams by empowering people to take a stand against scams.
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Friends of Dementia
Alzheimer’s Society’s Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. It aims to transform the way the nation thinks, acts and talks about the condition.
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To discover more about our expertise, what pension transfers are, how they can transform your retirement and for advice on planning for a more financially stable future, contact us today on 020 3150 2500 or email info@trustedwealth.co.uk
Foysol Hussain
Founder & DirectorFPFS, FCSI® Chartered Financial Planner / Pension Transfer Specialist
LinkedIn Profile
BIOGRAPHY
Foysol has over 20 years of experience in financial services, providing advice on investments, pension, protection, estate planning and long term care serving a variety of clients, including retail, high net worth individuals and businesses.
He started his career initially working for HSBC Premier and Lloyds Private Bank, before he moved to an investment management boutique where he headed up the advisory arm of the company whilst also becoming a specialist in defined benefit pension transfers.
Foysol has helped hundreds of his clients make important financial decisions, helping them to grow and protect their wealth, transition into retirement, and helped to pass on wealth to the next generation, saving thousands of pounds along the way.
Foysol’s commitment to ethical and transparent practices, combined with a strong client-centric approach, has established Foysol as a trusted advisor in the industry.
He is a Fellow of the Personal Finance Society (PFS), a Fellow of the Chartered Institute of Securities and Investments (CISI) as well as an accredited member of Society of Later Life Advisers (SOLLA).
Chartered Financial Planner
Chartered Financial Planners hold the Advanced Diploma in Financial Planning and must have a minimum of five years’ relevant industry experience. Chartered status can only be conferred by the Chartered Insurance Institute (CII). Advisers who achieve Chartered status have a higher level of qualification than the minimum required to practice and must adhere to the strict code of practice and standards applied by their Professional Body, the Personal Finance Society (the financial services arm of the CII).
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Society of Later Life Advisers
An accredited financial SOLLA adviser will be able to help you in all areas of later life financial matters, including retirement planning, care funding (both care homes and care in your own home), equity release and other property options, saving and investment planning, tax matters, and estate and wealth planning.
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Chartered Fellow of CISI
The Chartered Fellow is recognised globally as the gold standard for financial planning professionals. It is awarded to advisers who possess the necessary skills to build trust and help consumers in an increasingly complex advice world.
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