Bark Financial Ltd
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Plain speaking financial planning advice made clear. Bark Financial Ltd is an appointed representative of Intrinsic Financial Planning. The advice we provide is Restricted Plus. This means that we provide advice from a carefully selected panel of providers, platforms and investment funds. If we can not find a suitable product or provider from that panel we are able to research the Whole of the Market to find a solution. Our advice on mortgages and annuities however is "whole of market".
Professional advice based on knowledge, wisdom and experience, explained in a way that is clear and easy to understand.
We listen and take time getting to know you.
Firstly, protecting yourself and your family then helping you get to where you want to be by working with you to create a plan that you understand and feel is sustainable for you.
Tax efficient planning advice using investments and pension planning. Our At Retirement planning aims to help you relax and enjoy your leisure years. We also specialise in Equity Release.
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