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 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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange dating back to 1792 and is one of the leading investment management
companies in the UK, dedicated to serving the private investor with bespoke financial planning and investment management solutions.
Top Financial Planning Companies 2018 - the wealth net
Investment and wealth Management Awards 2018 - Winner - best wealth manager for tax and trusts. FT Investor Chronicles.
Gold rating at wealth manager awards 2018 - Portfolio Adviser.
Shifting away from the old stockbroking model, we have embraced holistic wealth management. While managing investments for private individuals remains our principal activity, we want to provide our clients with the convenience of having all their wealth needs taken care of under one roof. Our Financial Planning team provide you with the reliable and accessible advice you need to stay abreast of changing regulation and taxation. Our Asset Management division offers a range of investment solutions, tailored to our clients needs.
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provided as thoroughly as possible,
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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.