This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Bristol-based independent financial advice. We specialise in retirement planning, protection and investments.
We don't think financial should cost the earth. At 4 we concentrate on what matters, you and your money.
No lunches, boozy Golf days or fancy offices. Just expert, friendly financial planning.
We offer no-nonsense financial advice, focusing on 4 key areas.
1) Long-term planning (retirement)
2) Protection (would your loved ones be financially secure if someone died?)
3) Short-term planning (emergency savings, university fees)
4) Estate planning (what happens when you're gone)
Bristol & Bath Science Park, Dirac Crescent, Bristol, Bristol, BS36 2RS
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