To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business
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 examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
Chris has been assisting customers with their personal wealth for over 10 years. During this time, he has gained a high level of practical experience to compliment his advanced technical qualifications.
Chris works hard to provide value for his customers by applying fees based on complexity and not size of investment. All initial discussions are provided free of charge to allow both parties to determine what value Chris can provide and establish any costs associated with his services.
Chris has chosen to work with the support of 2Plan Wealth Management, a national advisory firm that supports over 300 financial advisers.
Working with 2Plan Wealth Management allows Chris to offer you all the benefits of a larger organisation, such as financial protection, the latest technology, greater financial strength, the ability to use scale to negotiate reductions in charges with product providers and investment platforms and the reassurance of a team of experts to get things right first time.
In his spare time, Chris enjoys spending time with his wife and two small children. His hobbies include reading, playing guitar and watching rugby.
Chris is skilled in the following areas:
• Retirement & pension planning
• Pension transfers
• Investment management & tax efficiency
• Investing for income
• Estate planning & trusts (including inheritance tax mitigation)
• Corporate advice (pensions, protection, investment and legacy planning)
• Personal protection
• Advising on pension divorce settlements
• Company sales
Client review, August 2021.
"Chris has looked after my financial investment extremely well. He is always courteous, thorough, efficient and professional. In particular he has a friendly, approachable and understanding manner. Chris has delivered complicated financial information with clear, well informed advice in a way that a layman understands, enabling me to make a decision to give long term protection for my funds.
I have found him extremely trustworthy, showing true integrity and would strongly recommend Chris as a long term financial adviser without hesitation."
Sally - Hampshire
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