This examination assesses the candidate to develop in depth financial planning skills related to business.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 tax and trusts.
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 the mortgage process and the principles of equity release.
We provide a premium financial planning service to our clients, which helps them to achieve their financial goals and gives them greater clarity, confidence and peace of mind.
We believe that money is a means to an end and that it should be your lifestyle goals and objectives that drive any good financial plan. We take the time to fully understand you, your family and your objectives before we begin the process of constructing your financial plan.
Our unique expertise centres around three areas - Retirement Planning, Estate Planning and Investment Management.
We work with a range of clients, however many of the people who we are best placed to serve will be senior employees in the public or private sector, business owners or retirees.
Buckingham Gate Chartered Financial Planners is an award-winning Financial Planning Practice based in the heart of central London. Our team includes some of the most qualified and experienced professionals in financial planning today, who care passionately about our clients.
1. Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement.
2. Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come.
3. Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals.
4. Helping you to see new possibilities and options.
5. Simplifying the complexity of the financial world.
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