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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Alec is a locally based IFA working with an established City firm. He has over 30 years experience advising clients directly.
Fees are agreed with you before any work is undertaken and there is no fee for the initial meeting.
In the current climate, I am happy to provide advice remotely where possible, via phone, email, Skype, Zoom and Teams.
Alec offers a bespoke service, focused on your current needs and future goals and aspirations. He looks to develop a plan of action to be implemented, reviewed and amended as required throughout life. This ensures that your plans remain on track going forward.
Advice is divided into 3 sections: research and recommendations, implementation and servicing. Clients are free to 'one stop shop' or choose from one, two or all of the advice areas.
All fees clearly explained and agreed in advance.
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