Ali Tod
Overview
Ali has recently taken up the role of Director of Training & Development with Scott Fyffe Wealth Management. She has been in Financial Services for 5 years and has over 10 years customer facing experience.
Ali has:
- Has a broad range of knowledge over several key areas including mortgages, equity release, protection, pensions and investments.
- Achieved Diploma in Financial Advice (DipFA) and Certificate in Mortgage Advice – Certs CII (MP&ER).
- with London Institute and Chartered institute of insurers.
- Qualification in workplace pensions.
- Is a member of London institute of Banking & Finance LIBF And Chartered Institute of insurers CII.
- Worked across all client areas and specialises in – {Equity release, corporate clients and private clients}
- Built a solid network of clients by providing advice and high quality service to local people, business owners, people starting on the property ladder, clients in the mid stage of working life, people coming up to retirement wanting to maximise their standard of living
- Has a network of specially selected experts to support all your advice needs
- Works with a team of companies who specialise in each area which ensures she gets the best outcome for each client.
Specific Skills:
- Investment and pre-retirement planning
- Near and post retirement planning
- Inheritance taxation
- Equity release
- Business support and protection
- Mortgages
Qualifications:
- DipFA, LIBF
- Certs CII (MP & ER), CII
- Equity release
- Workplace pension
- Degree Business Administration, Abertay University
Hobbies
Has 2 beloved dogs who she loves to walk for miles.
When she is not working she spends as much time as possible with loved ones.
Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
The Financial Conduct Authority do not regulate inheritance tax planning.
