AFH Wealth Management
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 qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
I offer independent, whole of the market advice, which means I'm not tied to any product providers, so you can rest assured that any recommendations made come purely from a standpoint of professional expertise and integrity. Put simply, my top priority is to ensure you receive the best financial advice possible. Personally, I have an Economics Degree from the University of London, am a Chartered Financial Planner and Fellow of the Personal Finance Society.
I believe that my down-to-earth and personable nature enables me to translate complex financial jargon into a language that clients can understand. I am a pension and investment specialist with 20 years’ experience in financial services and ideally qualified in advising clients on all areas of their future financial well being.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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