Capital Gains Limited

Independent Financial Adviser  PO Box 555, Sevenoaks, Kent, TN13 9QS
First meeting at adviser's own cost
We can advise you on
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Stakeholder
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ISA / Unit Trusts / OEICs
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OEICs
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Offshore investments
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Unit trusts
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Taxation planning
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Group Pension/Stakeholder
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Joseph T Murphy Chartered Insurance Broker
Managing Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

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 assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

About us

Capital Gains Limited has been established to provide personalised, comprehensive and objective financial advice to private clients and corporate bodies. Our early focus on inheritance tax planning and investment advice has expanded in response to client requests, to encompass most areas of financial planning for individuals and businesses.

We are proud that the majority of our business comes from existing clients and referrals. Please contact us for a free brochure.

Where to find us
Head office address: PO Box 555, Sevenoaks, Kent, Sevenoaks, Kent, TN13 9QS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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