BlueFinch Wealth Ltd
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
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 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: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
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.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
BlueFinch Wealth is a provider of wealth management and financial advisory to private clients, corporate, professional practices, and non-profit organisations.
We are committed to the transparent application of independent financial advice, to ensure we work with our clients as financial partners to help them achieve their objectives.
Our values and processes are committed to achieving returns using responsible and robust financial management principles. We believe in timely and transparent accountability and benchmarking, to ensure you are equipped and empowered to achieve your financial objectives.
We deliver a full range of solutions from across the market, tailored to your individual goals. Our specialist areas include:-
• Pension and Retirement Planning
• Investment Portfolio Management
• Inheritance Tax and Estate Planning
Notably, our advisory investment portfolio management is designed for clients that would prefer a hands on approach to managing their investments. The service benefits clients who want to be involved in investment decisions or do not want to pay the additional cost associated with discretionary fund management.
Independent financial advice is at the core of our services.
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