Qualifications

AF3 (Pension Planning)
This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.
J01 (Personal Tax)
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individual’s liability to UK tax.
J02 (Trusts)
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
R02 (Investment Principles)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R04 (Pensions and Retirement Planning)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
CF6 (Certificate in 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.
CF7 (Certificate in Financial Planning and Lifetime Mortgage Activities)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime 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.
FP1 (Financial Services and their Regulation)
FP2 (Protection, Savings and Investment)
FP3 (Identifying and Satisfying Client Needs)
CF1 (UK Financial Services, Regulation and Ethics)
The objective of this unit is to develop an understanding of the financial services industry including regulation and legislation.
CF3 (Financial Protection)
This examination assesses a knowledge and understanding of financial protection plans.
CF4 (Retirement Planning)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF5 (Integrated Financial Planning)
Assesses the candidates’ ability to apply their knowledge and understanding of the financial services industry and its regulation.
HR1 (Home Reversion Plans)
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

Meet Warren

01633 495393 enquiries@dragonfpl.co.uk

See Warren's:

Qualifications

Statement of Professional Standing Entry on the FCA register

Warren's 9-5

An independent financial planner with more than 35 years of experience in the financial services sector, Warren’s role is to help people meet their financial goals.

His expertise spans a range of areas, including pension accumulation and decumulation, investments, cashflow modelling, Inheritance Tax mitigation and lifetime mortgages.

Warren holds the Certified Financial Planner certification, a qualification which means Warren is required to adhere to strict rules and regulations including a code of ethics that puts the client at the heart of everything.

Warren's home life

Away from the office, Warren is married with two children and is a very proud grandfather. Most of his spare time is spent on the golf course, but he loves all types of competitive sports and supports Liverpool FC.

Warren is also a lover of birds and nature – a calm contrast to the world of sport!

Warren in the spotlight

That’s not all. There is so much more to learn about Warren before you meet them for yourself!

Question:

What is your favourite holiday destination?

Answer:

Duquesa in Spain.

Question:

If you could be any fictional character, who would you be?

Answer:

An avatar.

Question:

What’s the best gift you’ve ever received?

Answer:

My granddaughter, Daisy.

Question:

What are the three small things that make your day better?

Answer:

Coffee, sunshine and my work colleagues.

Question:

When the dessert menu arrives, what are you looking for?

Answer:

Cheese.

Meet the team

We pride ourselves on our strong team ethos. Find out more about who we are and what we do:

View all

Warren Attewell

Independent Financial Planner

Sam Attewell

Chartered Financial Planner

Dylan Morgan

Chartered Financial Planner

Natalie Kirk

Trainee Paraplanner

Contact us

If you would like to book a free consultation meeting, please get in touch with us today.

01633 495393 enquiries@dragonfpl.co.uk

218 Stow Hill,
Newport,
Gwent,
NP20 4HA