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 regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
I've been in this profession since 1998 and over this time there hasn't been a lot that I haven't seen with changes in legislation and market performance over the period.
In my spare time I really enjoy spending time with my children taking them to their various club/sports activities. I enjoy eating out and socialising with friends. I'm a extremely keen (but poor) technology geek and as my wife will testify too - pretty useless at DIY.
Understanding the vast world of investments and pensions can be a minefield...........translating the array of jargon used when trying to understand your options can also be confusing.
These are some of the areas I can really help you with:
* Investing in a tax efficient manner
* understanding and minimising investment risk
* early retirement planning
* taking pension benefits
* organising your financial "game plan"
Qualifications ARE very important in this profession but the best advisers are the ones who combine this with many years of experience and possess the skills, solutions and on the job knowledge.
Working with you to achieve your financial goals.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents
Registered in England Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04961992
Will writing is not regulated by the Financial Conduct Authority
Your home may be repossessed if you do not keep up repayments on a mortgage
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
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