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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 investment products and the risks involved.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Having worked for large banks dealing with premier wealth clients, Managing Director Adrian Cook wanted to give a more personal service to clients at all levels and stages of life. This was where ASC Financial Solutions was founded some ten years ago. 2018 has provided an exciting development and with Adrian keen to support his local High Street, our new office in Winslow has now opened. ASC Financial Solutions have a committed team of staff and advisors who are known for their exceptional customer service. They are proud to work with clients to achieve their financial goals and aspirations with offices in Winslow and Milton Keynes. ASC provide financial advice to both personal and business clients alike specialising in investment and pension/retirement planning. New clients are invited to either office for an introductory meeting at no cost or obligation where we discuss your goals and objectives along with existing portfolios you may have.
Our clients would describe ASC Financial Solutions as a friendly team who provide an excellent personalised service, both initially and on an ongoing basis.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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