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 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.
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
We are a privately owned and independent unrestricted wealth manager, with a specialist team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients.
From the outset our mission has always been the same: to challenge the outdated traditional and expensive model of delivering wealth management. Today's clients need to know exactly how much they are paying for their financial services and feel assured that they are getting value for money.
To fully serve the diversity of our client base, we have built a range of invaluable additional services with our close partners to suit the needs of individuals, families and corporate clients.
Private & Corporate Banking, including: Lending, Working Capital, Asset & Invoice Finance.
Mortgage & Property Solutions, including: investments,
Buy-To-Let and UK & International Bespoke Property Search.
Estate Planning, such as: Wills, Trusts, Probate, Advanced Directives & Powers of Attorney.
Forensic Business Cost Reduction.
Specialist Insurance Solutions.
Philanthropy, Charities & Not for Profit.
Non-Executive Directorial Services.
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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.