This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
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.
This examination assesses a knowledge and understanding of financial protection plans.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of protection, savings and investment products.
Aaron Tawny is a Local firm of suitably qualified Independent Financial Advisers who offer unbiased, honest, independent financial advice to both individuals and corporate clients. Aaron Tawny was established in 2000 and currently has 4 Advisers, Neil Etheridge, Andy Beresford, George Norrie and Brian Juffkins. Administration is provided by Tanya Owen, Clare Maddison, Gail Cowper and Tracey Clutton who are always ready to deal with any query you may have. We pride ourselves in working as a team.
We realise that every situation is different and every individual is unique. We have therefore developed a range of services which can be tailored to meet your specific needs, no matter how complex.
We work in partnership with you and look to develop an excellent working relationship that will evolve over time.
We offer financial guidance in a clear, simple to understand way, so you feel in control of your future.
We are quite simply - 'big enough to cope and small enough to care'.
28 Newton Lane, Leicestershire, Wigston, LE18 3SE
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