Apex Wealth Management Ltd
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 assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
Apex Wealth Management are a friendly professional Financial Services company based in Derby. We are well established and have around 25 years’ experience in helping clients meet their financial objectives by researching the whole market for the best deals.
We have 2 advisers who have over 30 years experience between them. Our advisers can provide financial advice on a variety of products including pensions, investments, savings, life assurance, critical illness, offshore products and inheritance tax planning. All costs will be discussed at your first meeting, which will be free of charge.
We pride ourselves on building long lasting relationships with our clients to help meet their ever changing circumstances and to ensure any recommendations are continually suitable.
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