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.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Hello & Welcome to Ancoats Wealth...."tailored advice to help you live life to the fullest"....
We work with you to understand your dreams and ambitions formulating a plan to help you meet or even exceed them!
We understand that everyone's needs, budget and financial journey is different. So, whether your are saving for your first home, planning for retirement, or simply just want to protect the people you love, we are here to help make complex situations simple with our tailored, no nonsense advice.
It all starts with a chat....no commitment.
Why not give us a call?, we're not nine to five...or, pop into the office for a chat, a cuppa and biscuit, arrange a zoom or whatever works best for you.....
Our client focused advice service is built completely on trust and transparency. We successfully work with our clients by telephone, email and video, however will always warmly welcome you into our city center offices.
Our Lead Adviser Steven Fullerton DipPFS is supported by an experienced team of paraplanners and administrators and is always on hand to help answer any questions you may have.
Ancoats Wealth is a trading style of Eadon and Co which is authorised and regulated by the Financial Conduct Authority FCA 816029.
Registered Offices: 83 Ducie Street, Manchester. M1 2JQ. Registered in England and Wales No. 11485349. Copyright © 2021 Ancoats Wealth - All Rights Reserved.
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