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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
We have offices in London, Birmingham and Plymouth; we work with individuals and businesses throughout the UK helping each and every one of them to achieve their individual financial planning and life goals.
It is our independence that sets us apart from crowd: we do not have any ties to or relationships with any particular financial providers, so we can truly give you the freedom of choice you deserve when it comes to planning for your financial future.
Our loyalty lies with you, our clients, and it is our duty to give you access to a full range of financial services and products so that you can – with our qualified help – choose the best short-term and long-term outcomes for you, your business and your loved ones.
Because we are duty-bound to put your interests first, you can trust us, absolutely, to recommend products and services that are the most appropriate for your own particular needs and aims, and your individual attitude to risk.
Whatever your background, whatever your vision, the Clarity team is on hand to provide you with a bespoke service that will give you peace of mind about your financial future. We are able to do this because we have a very simple but effective ethos:
We listen, we learn, we advise and we plan…
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.