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.
Based in Cross Hills Village ideally situated between Skipton and Keighley we offer Independent Financial Advice over the whole of West Yorkshire, North Yorkshire and East Lancashire. Clients use us because of our friendliness and 'no obligation' nature and we work compliantly face to face with our clients, or for those who prefer, over the phone.
We also work on a flexible working hours basis and provide a 'free of charge' at home service.
We treat clients as individuals and think we are down to earth and explain complicated financial solutions in simple, easy to understand terms. This includes being upfront and honest about costs so there are no hidden surprises!
24 Main Street, Cross Hills, North Yorkshire, Keighley, BD20 8TF
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.