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 a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 investment products and the risks involved.
BASED IN YORK Friendly IFA with over 20 years' experience. I look after clients in the York area as well as others in West Yorkshire , East Yorkshire and the North East areas. I provide advice that is tailored to you , my recommendations are easy to understand and I am dedicated to making sure you get the right advice at the right time. I offer a no obligation meeting in your home or at your place of work. I can help with all financial planning needs including :
Tax Planning & Wills
Mortgages & all Insurances
Retirement planning & Pensions
Savings & Investments.
I take time to get to know you and your circumstances and provide fully independent advice to suit your needs. I am open , honest and fair. My advice is in plain English so it is easy for you to understand and it's fully independent so you can be sure any recommendations made are right for you.
104-106 Widemarsh Street, Hereford, Hereford, HR4 9HG
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