This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
I have been working in financial services since 1994, mainly as a multi-tied adviser with HSBC. Together with my colleague Ben Town in August 2012 we decided to establish our own IFA practice Hardaker and Town Financial Solutions LTD. Our aim is to provide a comprehensive professional financial advice service to individuals and companies, offering products from the whole of the market. Our clients have the security of knowing that we are members of 2 Plan Wealth Management Ltd one of the largest IFA networks in the UK.
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