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 an ability to analyse financial protection planning issues.
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 qualification helps advisers develop and demonstrate their financial planning capabilities.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 and friendly financial planning.
We provide no-frills financial advice which focuses on 4 key areas.
1) Long-term planning (retirement income planning)
2) Protection (Life Assurance, Critical Illness and Income Replacement)
3) Short-term planning (Emergency savings, University Fees, Savings)
4) Estate planning (What happens when you're gone)
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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.