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 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.
AGILITY Financial is an independant financial adviser established in Beaconsfield in 2009 and now trading from our offices in Amersham near the station . We provide face to face regulated financial advice with an honest, no nonsense, client focused approach. We are not tied to any investment/insurance/pension company.
Our aim is to help you understand your finances better and to help ensure your money works harder for you. You may use our in-depth knowledge and experience (over 28 years) so as to help make better financial decisions, which can help you save and make more money.
We work best with clients who have already got money put aside in pensions and investments.We like to concentrate on helping to make your money grow. We want to help improve the tax efficiency of your arrangements as well as increasing the potential for investment growth by using a portfolio where you don't keep 'all your eggs in one basket'!.We also understand that the protection of your investment is important. Introducing an element of structure we will review your investment portfolio on a regular basis, monitoring developments in the markets, so as to help ensure that things are kept up to date.
We deliver high quality advice at a fair price to clients with existing pension plans or investment lump sums. Clients are supported by a team of experienced and qualified individuals you can trust working behind the scenes to help you to achieve your objectives. Almost all of our existing personal clients benefit from one of our 'Ongoing Investment Portfolio Review' services which keeps your investment up to date. In all that we do, we never forget that our success depends on delivering VALUE to you and your investment planning.
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