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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
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 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 examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
DNA Wealth Limited is a small but highly conscientious firm of Independent Financial Advisers based in South Wales, providing advice throughout Wales and South of England and beyond. We are committed to offering all our clients the highest quality of advice to help them achieve their financial goals.
By working closely with you to ensure we really understand what is important to you, we aim to provide personally tailored solutions to meet your needs. Such an approach to planning takes time and commitment, something larger organizations struggle to provide.
We strongly believe in building and maintaining long-term relationships with our clients by understanding their needs, beliefs and requirements and in doing so help them to achieve their financial aspirations.
Our particular area of expertise is in Wealth Management, Pension / Retirement and Tax Planning.
Our particular area of expertise is in Specialist Wealth Management - managing your Tax and Investments, Pensions & Retirement objectives and requirements.
Particular Specialist Advice areas include Final Salary / Defined Benefit Pensions Schemes, Tax and Trust planning.
We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your journey through life.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.