Countrywide Financial Solutions
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CFS work closely with a number Risk Profiling
Asset Allocation Specialists and independent investment
research companies to provide a range of risk
rated portfolios with a regular review service. These
specialists include Distribution Technology and Morningstar
OBSR. We provide a regular review service that will
appeal to Trustees looking to fulfil their duties under the
Trustee Act.
Our Services Include, but are not limited to:
• Retirement Planning / Pensions
• Investment Planning
• Inheritance Tax Planning
• Mortgages
• Life Assurance
• Critical Illness Insurance
• Income Protection
• Strategic Tax Planning
Inheritance and general tax planning are not regulated by the Financial
Conduct Authority.
Countrywide Financial Solutions takes the hassle
& worry out of managing your finances by providing
tailored advice in a simple & jargon free format. Being
Independent Financial Advisers, CFS work to ensure your
financial goals and aspirations can be achieved whilst
protecting you from the possible pitfalls.
To ensure your plan delivers the required results will
usually require ongoing reviews as your personal financial
situation develops over time. At CFS we offer the option
of a full ongoing review and monitoring service. All our
financial planners are fully qualified and have many years
of experience.
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