In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
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 examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
I’m based in Louth but I usually travel to meet clients in their own home or place of work - simply because that's where the paperwork usually is!
Trusted and impartial advice, where the client sets the agenda. Please call or email me for an informal discussion about your plans. Your first meeting will be at my expense.
Let me help you cut through the jargon and provide some clarity.
No corporate bias - working for you with the full support of a national, multi-award-winning technology and compliance provider.
This is the best of both worlds: access to a trusted individual for face-to-face and high quality advice, with the backup and continued support from a highly successful national organisation.
I'm a highly experienced financial adviser with 26 years of industry experience* - a specialist in all aspects of pensions advice (including Final Salary transfers) but also investments, tax and estate planning.
*See the full extent of my financial services qualifications in the 'Meet Our Advisers' section above*
Save time, become better informed and use highly secure, cutting-edge client technology to track your progress. (I'll even show you how to use this to its full potential.)
* First meeting: at my expense to see if I can help and to see if you like the way I work.
* I'll listen to you and understand your future plans andr eview all existing financial arrangements to check costs, performance and suitability
* Make recommendations to help you to meet your goals
* Implement plans
* Post any documents to your own secure (award-winning) client website
* Track your progress online
* Face-to-face reviews
* Ongoing help and support
* Continuity guaranteed from a national financial services company
* Great for pension reviews, transfers and flexible drawdown.
Fairfield Enterprise Centre, Lincoln Way, Louth, Lincolnshire, LN11 0LS
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