This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 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 recent pension reforms and how the changes impact at-retirement advice.
We are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining our Investment Management expertise with advanced Wealth Platform technology, we offer financial solutions built for the future and that of our clients. Offering advice on Pension, investments and protection. Investments and pensions can be held on the award winning True Potential platform where you will have a personalised dashboard webpage to monitor your investments 24/7 and you will also have access to the unique Impulsesave feature, which allows you to invest as little a £1 into your investment whenever you wish.
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce an investment plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. In circumstances the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
Afrim Svarqa is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning.
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