Designer Wealth Management
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 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.
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.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
Would you feel reassured, if during times of change in the economy, stock market or with property prices, you had planned ahead; with the aim of not only to survive, but also with a chance to thrive?
What if you could protect your assets, but also embrace the very environment that was creating all the fear you see around you?
We consider a financial master plan will inspire and motivate you, answering all your questions such as “Will I have enough money to do all the things I want to do?” and “Am I doing everything I should be doing with my money?”
Of course, we will look at your pensions, investments and every other aspect of your financial planning; but more than that, we will give you a clear vision of your future without the stress that comes from worrying about money.
We will partner with you over the long term, giving you and your family the support and advice you all need, now and in the future, to really live life to the full.
We help clients and their families create multi-generational wealth to help towards:
► Living an uncompromising lifestyle
► Building a legacy of wealth for their children
► Endowing the education of their grandchildren, and
► Having the ability to provide quality care to one's parents in their later years
At Designer Wealth Management, established in 1989, we go beyond financial advice, believing that the ability to provide high-quality technical advice is just the start.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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