AFH Wealth Management
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
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.
AFH is a Financial Planning-led Wealth Manager. That means that our qualified independent financial advisers will help you to plan your financial future, supported by an in-house team of investment and research specialists to ensure you receive the best investment solutions on the market. At AFH, as we grow, we use our increasing scale and buying power to drive down costs for our clients. For you, that could mean product fees as low as 0%
Your independent AFH adviser will spend time understanding your needs and will build a strategy to meet them. By revisiting the strategy regularly your adviser will ensure it adapts to meet your changing circumstances. We aim to build long term, meaningful relationships with our clients that supports you every step of the way.
School View, Wraxall, BRISTOL, BS48 1HG
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Telephone
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Online (Live chat, video, email)
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Face to face
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