This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Lighthouse is one of the largest providers of expert financial advice in the UK.
As an Adviser I benefit from the extensive resources and expertise of Lighthouse Group including investment research and best practice and access to specialist colleagues.
Lighthouse Group has an excellent regulatory record and is financially robust.
I act in the best interests of my clients and advise on solutions that are appropriate to each individual's goals and objectives.
As part of my understanding I will look at your overall financial position, and talk to you about what you would like to achieve.
I will explain and confirm our Client and Fee Agreement before services are commenced, and to ensure the highest level of service confirm your budget and priorities
l undertake comprehensive research taking into account your personal situation and present a suitable recommendation to suit your objectives, implementing any plans that are required to achieve your personal objectives.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.