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 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.
This exam accesses understanding of the financial services industry including regulation and legislation.
I spend my time between Bristol and Wiltshire and provide independent financial advice throughout the surrounding areas. I have been working in pensions & investments since joining the industry in 2006 and over that time have seen many changes in legislation and market performance.
I am qualified in regulated financial planning and I strive to keep things simple and straightforward in all communications.
As a truly Independent Financial Adviser, I am able to select the best, most suitable products from the whole of the market. These are some of the areas I can really help you with:
• Investing in a tax efficient manner
• Understanding and minimising investment risk
• Retirement planning
• Taking pension benefits
• Wills and Powers of Attorney
• Organising your financial “game plan”
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.