Acumen Financial Planning
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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
We are an independent financial planning practice, serving clients in Scotland and throughout the rest of the world from our offices in Aberdeen, Edinburgh, Peterhead and Norwich.
Angus Mackenzie serves the Norwich area and has provided investment advice for over 25 years, retaining clients year after year. Specialist in coordinating investments and pensions.
We are an 'Accredited Financial Planning FirmTM' having demonstrated our commitment to Financial Planning, following a strict code of ethics and practice standards, and having met the Institute of Financial Planning's rigorous criteria.
We are first and foremost planners, working with clients to create a strategic financial plan reflecting their goals and aspirations. These plans do not gather dust; they are updated regularly so that they form an authentic contextual background upon which all financial decisions can be made. Risk management, Investment management, and Tax planning decisions, all remaining true to the plan, automatically become part of a truly professional and comprehensive service. Our clients value our approachability and our professionalism.
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Face to face
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