Applewood Independent Limited
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
Applewood Independent has been providing independent financial advice since 1998, we are family owned and run and provide a personal service.
We specialise in investments advice, inheritance tax planning and retirement planning.
With an independent approach, we access the best performing sectors and funds to help maximise returns on your investments.
We will also help you make the right decisions to get the most from the funds you have in your pension.
You are welcome to visit our comfortable offices for regular updates and reviews of your investments and if you have a current adviser we’re happy to give you a second opinion.
We look forward to meeting you soon.
Our access to the investment industries best managers added to our experience gives us the best information and research possible to build, guide and maintain your investment portfolio, whether that be in an ISA, Unit Trust, Investment Bond or Pension. Our experience and success with building our own investment portfolios truly sets us apart from other Financial Advisers
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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