020 3427 3205
Waymark Financial Limited, 34 Lime Street, London, EC3M 7AT
Ahmet has been involved in financial services for more than 20 years. 10 years were spent trading derivatives, and he has more than 10 years of paraplanning experience.
Ahmet qualified as a Chartered Financial Planner in 2016 and is also a Fellow of the Chartered Insurance Institute and Personal Finance Society.
Ahmet is interested in all aspects of financial planning and enjoys helping clients achieve their goals.
Ahmet is married with a young son and enjoys hiking, holidays, and haute cuisine – he and his wife are on a mission to eat at every Michelin-starred restaurant in the UK.
Ahmet in the spotlight
My proudest moment working at Waymark Financial was:
Being asked to join the team.
The three things I love most about my job are:
Assisting clients and seeing them meet their goals, working with a great team, and making a difference.
The three words my colleagues would use to describe me are:
Friendly, diligent, and articulate.
On an ideal weekend, you can find me:
Walking on the beach with my family – on the way to a nice restaurant!
My favourite holiday is:
Anywhere with white sand, a warm sea, and great food!
I turn the radio up when they play:
‘Take Me Home’ (Country Roads) – John Denver.
The three people at my dream dinner party would be:
Pablo Picasso, Christopher Hitchens and Elton John.
The three small things that make my day better are:
When the weather is hot, some good cheese and wine, and kicking a ball with my son.
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Ahmet’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Ahmet’s SPS on request.
Advanced Diploma Financial Planning
AF1 – Personal Tax and Trust Planning: This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.
AF3 – Pension Planning: This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.
AF4– Investment Planning: This qualification develops in depth financial planning skills related to investments and the management of investment portfolios.
AF5 – Financial Planning Process: This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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.
Jo5 – Pension Income Options: At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
J10 – Discretionary Investment Management: This qualification develops the wealth strategy and portfolio management skills required for effective discretionary investment management.
J12 – Securities Advice and Dealing: This qualification develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
R01 – Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 – Investment Principles: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 – Personal Taxation: This qualification 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.
R04 – Pensions and Retirement Planning: This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
R06 – Financial Planning Practice: This qualification helps advisers develop and demonstrate their financial planning capabilities.
R08 – Pensions Update: This qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
CF1 – UK Financial Services, Regulation and Ethics: This qualification develops an understanding of the financial services industry including regulation and legislation.
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.
FA1 – Life Office Administration: This examination provides the essential knowledge and skills needed by those working in, or starting a career in, life office administration and ideal for operational or administrative staff working in the life and pensions sector.
FA2 – Pensions Administration: This unit provides the essential knowledge and skills needed by those working in, or starting a career in, administrative and pensions roles or staff working in the life and pensions sector.
LP2 – Financial Services Products and Solutions: Financial Services Products and Solutions (LP2) develops knowledge and understanding of customer needs, how financial services professionals and organisations identify and provide for these needs, including an understanding of key retail financial products such as savings, investments and tax wrappers.
R05 – Financial Protection: This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.