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 qualification helps advisers develop and demonstrate their financial planning capabilities.
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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
We pride ourselves on the quality of our financial advice and the services we offer together with the professional standards we set. We make full use of cutting edge technology to assist in the delivery of our financial advice. Our philosophy is founded upon getting to know our clients and working with them to provide appropriate wealth management solutions tailored to meet their specific financial planning requirements.
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With over 25 years industry experience we offer a complete financial planning service to both private individuals and small business clients. It is our view that one size does not fit all and that planning should not be seen as a one off exercise. Therefore our service is designed to offer long term client relationships whether that is for someone setting out on their career or building a family right the way through to retirement and estate planning.
From a corporate perspective providing tax efficient solutions for employee benefits such as workplace pensions or protection benefits.
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