Allisons Financial Planning Ltd
This qualification assesses a knowledge and understanding of investment products and the application of 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.
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.
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.
Allisons Financial Planning is a local firm of Independent Financial Advisers who offer a professional service to all our clients.
Free initial consultation.
Please visit our website <url hidden>.
Allie has been in the industry for over 14 years and understands that to know your client you need to listen. It is important to hear what it is your client needs now and in the future and build a recommendation based on them not the product.
Allisons Financial Planning Ltd, 3 Cross Pit Lane, Merseyside, St. Helens, WA11 8AH
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Telephone
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Face to face
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