Providus Financial Limited

Register now! CFP Level 7 Case Study Preparation Course, 3-5 December!

We will work with the case study and make sure you understand the requirements of the standards and the expectations of the markers.

More details & bookings: https://tinyurl.com/FPTA-CFP7-Dec2024

Have you booked?
CFP Level 7 Case Study Preparation Course, 3-5 December!

The most difficult assessment you will undertake. Work towards submitting your paper by 20th December!!!
Course outline & bookings: https://tinyurl.com/FPTA-CFP7-Dec2024

Book Now! CFP Level 7 Case Study Preparation Course, 3-5 December!

This course will cover: Common mistakes,
Understanding the markers' expectations,
Assumptions provided to you,
A detailed analysis of the standards etc
More details & bookings: https://tinyurl.com/FPTA-CFP7-Dec2024

"I always thought going to a financial adviser meant just looking at my savings and assets and deciding where best to put them for the best return. Antony showed me that it was important to think about the lifestyle I wanted both now and in retirement and that would be key in deciding what to do with what I had. He put everything into an easy format to show me what funds I had available to live off depending on the options I took. Redundancy has happened and because of Antony's advice it's been a much less stressful event than I had anticipated."

You can find out about our team here
https://providusfinancial.co.uk/why-choose-us/

Read the article by Michael Batnick "...Whether it’s Europe or China or something else, there are always reasons to sell."
https://theirrelevantinvestor.com/2021/10/28/let-the-market-worry-for-you/

"Antony has been amazing at sorting everything I needed, being very patient with my lack of knowledge, answering questions as and when I ask them and being very friendly and helpful through the entire process, especially as I'd recently lost my mum when we first met. I've since recommended him to lots of friends."

See how we can help you: https://www.providusfinancial.co.uk/our-process/

"Initially it was to arrange life insurance but has rapidly spread to include arranging a new 10 year mortgage and making plans for a family trust. Antony has been really generous with giving assistance in the setting up of a trust for my share of my mother's estate and suggesting ways to maximise the value of that money.
Honestly, I can't fault Antony. He's been fantastic."
https://www.providusfinancial.co.uk/our-process/

Are you spending your time on things that actually matter to you? Where is your attention? Read the article by Nick Maggiulli here: https://ofdollarsanddata.com/do-i-have-your-attention-now/

Behavioural Bias and Financial Decisions: The guide gives a fascinating overview of how our behavioural biases can affect the decisions we make.
https://www.providusfinancial.co.uk/guide-behavioural-biases-and-how-they-affect-your-financial-decisions-2/