To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to business.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
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.
Bartlett Wealth Management Limited is a firm of Independent Financial Advisers based in Horsforth near Leeds. Established in 1965 we provide advice to both individuals and companies on all aspects of financial planning. As Independent Advisers, our clients benefit from the broadest range of products and services and completely unbiased advice. Whether it is Retirement Planning, Pension Consolidation, Investment Advice, Protection, Inheritance Tax Planning or Private Medical Insurance, Bartlett can help.
We will give you the personal attention and advice you deserve. Our people are recognised specialists and represent our added value to you.
We are very proud of our roots and have remained a true family business which gives us the independence many of our competitors lack.
While unbiased.co.uk endeavours to verify the information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.