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.
AHR Private Clients is the independent private financial advisory arm of AHR Private Wealth, a global wealth advisory business which focuses on providing bespoke wealth planning and investment management services to private clients.
With over 100 years of combined experience advising high net worth and ultra high net worth individuals within the UK, the advisory team poses a wealth of knowledge in structuring financial solutions. We work closely with our clients and fellow professionals to tailor strategies and financial planning to suit our clients' specific needs, aims and objectives.
Our full range of services include:
- Investment planning & advice
- Discretionary portfolio management
- Retirement planning & pension advice
- Insurance & protection
- Banking & cash management
- Legacy planning & Wills
- Tax & accountancy
- IHT, CGT & Income Tax planning
- Repatriation of finances (for expats or returning expats)
- Currency Exchange
- AIM, EIS, VCTs
- ESG & Ethical investing
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