Bartholomew Financial
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Bartholomew Financial Ltd advises both private and corporate clients ranging from individuals looking to set up their first pension or protect themselves and their families against financial hardship. To directors of multinational PLC’s who are looking for tax efficient financial strategies to manage their wealth. We use a range of products and solutions from the whole market to suit our clients. They can be off the shelf products. Through to bespoke structures created for a single client.
We are an independent firm of financial advisers acting for both private and corporate clients dealing with pensions , investments , savings, personal and business protection plans, tax planning , long term care funding.
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