Diana Atkinson Limited
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 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 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.
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.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Diana Atkinson Limited believe in offering sound independent financial advice. Being a small company we feel that we can offer a more personal and friendly service. The business has grown through clients being happy to recommend us to their family and friends.
Many female clients in particular feel more comfortable discussing important financial issues with another female.
We take time to listen to what it is that you really want and give recommendations that are easy to understand.
So if you feel our relaxed yet professional approach is right for you, please ring <phone number hidden>.
Diana Atkinson Limited is a well established company that has built up a good reputation providing independent financial advice to individuals, families and small businesses.
We pride ourselves on our commitment to provide a professional service in a friendly and relaxed manner.
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Telephone
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Online (Live chat, video, email)
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Face to face
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