Crystal Financial Solutions Ltd

Independent Financial Adviser  Congress House, Harrow, Middlesex, HA1 2EJ
First meeting at adviser's own cost
We can advise you on
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Pension drawdown
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Pensions review
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Pensions transfer
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 11th January 2021
Meet our advisers
Jinit Shah
Director

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 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 examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

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.

About us

We offer fully independent & unbiased advice on a wide range of financial products.

We like to keep matters Simple and Clear.

We are Approachable, Fair & Honest
We have Extensive Market Knowledge
We are Professional, Flexible & Understanding
We will guide you based on your Personal Circumstances and explain to you what we are doing in an understandable manner.
If a product is not right, we will tell you.
We transact business as if we were doing the business for ourselves.

Call us today for clear professional advice.

Where to find us
Head office address: Congress House, Lyon Road, Harrow, Middlesex, HA1 2EJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 11th January 2021

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