Professional
Izzy has worked in financial services since 2008 and has over 13 years of experience in the private pensions sector, focusing mainly on SIPP and SSAS products. She moved into financial planning in 2021 and joined Hartsfield in 2024 as a Paraplanner.
Izzy has completed the Level 4 Diploma in Regulated Financial Planning in 2022 and also holds qualifications in Mortgage Advice and Equity Release.
Qualifications
You can see the qualifications Izzy holds by clicking the button below.
Qualifications
Financial Services, Regulation and Ethics (R01)
Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
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.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Financial Planning Practice (R06)
Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Diploma in Regulated Financial Planning – DipPFS
The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.Certificate in Equity Release
Mortgage Advice (CF6)
The objective of this unit is to develop an understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.Get in touch
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