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.
I have worked for a number of years as an Independent Financial Adviser and within the financial sector, spending my initial years within the sector at an investment management firm then moving to work as an Independent Financial Adviser back in 2016.
I specialize in pensions and investments, providing specialist retirement and investment planning advice alongside tax efficiency advice. I also advise upon inheritance tax & protection planning to help grow and protect your family's wealth.
Many financial advisers are restricted, offering solutions only from selected providers. We, on the other hand, are independent financial advisers and therefore are free to create financial plans that are bound by no other obligation than to you, our client. Your circumstances are unique to you, so is the advice we bring you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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