Buck Wealth Management
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
We are an independent, financial planning and wealth management firm with offices in Mayfair and Newark-On-Trent.
We’ll help you understand where your pensions and investments are invested, how they are performing, the risks that they are exposed to, how much it is costing you and most importantly of all – what this means for your financial future.
Arrange a free, no obligation meeting with one of our experts today to see how we can help you to protect and grow your wealth.
In depth, straightforward Financial Planning advice for all types and sizes of wealth; provided by London's premier boutique Wealth Managers.
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Telephone
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Online (Live chat, video, email)
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Face to face
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