This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We provide a full financial planning review as well as specialist services such as:
INVESTMENT PLANNING - Taking the best of tax planning and portfolio construction to create a tailored solution matched to your personal requirement.
RETIREMENT PLANNING - Providing comprehensive advice in a fast changing pension world, being Astute we adapt our advice to suit your personal situation.
PROTECTION - For both family and corporate including life assurance, critical illness cover, key person cover and income protection.
We offer a range of services to help you meet your investment and/or retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document which will be provided at the first meeting.
For personal and family protection we offer products from a range of insurers for Life assurance, Critical illness cover and Income protection.
The value of investment and income from them may go down. You may not get back the original amount invested.tax planning is not regulated by the Financial Conduct Authority.
Highly personal advice from two advisers who place you, our client at the heart of our business. We are here to help you in whatever way we can through our knowledge gained over many years experience of looking after clients over the years.
• Tax planning is not regulated by the Financial Conduct Authority.
• Company Registration Number 3999011
Registered Address: 3365 The Pentagon, Century Way, Thorpe Park, Leeds LS15 8ZB
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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.