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Vignas Gunasegaran CFA FPFS - DGS Chartered Financial Planners

Vignas Gunasegaran CFA FPFS

About Me

As a Chartered Financial Planner, CFA Charterholder and a pension specialist, I am in a unique position to help my clients with a holistic approach. While offering solutions for wealth planning, inheritance tax planning, options in retirement, life & income protection, I try to bring all of these together in a bespoke way to fulfil all of your needs.

My History

Having worked on trading floors and within investments for over five years, this gives me a good overview of different investment vehicles and I use this knowledge to help my clients utilise their capital in an efficient and effective way.

My Qualifications

CFA Institute:

Chartered Financial Analyst

Investment Management Certificate

CII:

Fellow of CII

Advanced Diploma in Financial planning

Diploma in Financial planning

Certificate in Pension Transfers Advice

Certificate in Equity Release

Certificate in Discretionary Investment Management

Certificate in Advanced Mortgage Advice

Degree:

Computer Science with Management from University of London – 2.1 Honours

 

Chartered Financial Analyst (Level 1,2 &3) covering:

  • Ethics
  • Quantitative methods
  • Economics
  • Financial reporting and analysis
  • Corporate finance
  • Portfolio Management
  • Equity investments
  • Fixed income
  • Derivatives
  • Alternative investments

Chartered Institute of Insurance examinations

  • AF1 – Personal Tax and Trusts planning
  • AF4 – Investment planning
  • AF5 – Financial Planning Process
  • AF7 – Pension Transfers
  • AF8 – Retirement Income Planning
  • R01 – Financial Services, regulation & Ethics
  • R02 – Investment Principles and risk
  • R03 – Personal Tax
  • R04 – Pensions and retirement planning
  • R05 – Financial Protection
  • R07 – Advanced Mortgages
  • J10 – Discretionary Investment Management
  • CF6 – Mortgages
  • CF8 – Long term care
  • ER1 – Equity Release
  • LP2 – Financial Services Products and Solutions