Informed Choice

25th January 2010

The team at Informed Choice, an award-winning firm of Chartered Financial Planners, has signed up to a new holistic financial planning course.

‘Kings’ is a five part practical case study covering all aspects of financial planning. It will be delivered by Mark King of AXA Winterthur Wealth Management.

Informed Choice managing director Martin Bamford commented:

“We are looking forward to participating in this interactive financial planning case study. Different members of the Informed Choice team are signing up to the modules for different reasons.

“For some of us, it is an opportunity to keep the financial planning skills from our CFP qualification up to date. For others, this is a great opportunity to prepare for the exams on the path to Chartered status. In all cases we will seek to apply the knowledge and skills acquired during the case study with our clients.”

The Kings case study covers all aspects of financial planning in five modules, delivered on a monthly basis. The modules range from pension and inheritance tax planning to portfolio construction and the calculations required for financial planning.

Informed Choice Ltd is a firm of Chartered Financial Planners, working with individuals and small business owners to help them to build, manage and protect their wealth. For more information and background, please visit www.icl-ifa.co.uk.

For additional information or high resolution photographs, please contact Martin Bamford on 01483 274566 or 07736 444319, or by email to martin@icl-ifa.co.uk.