Dukes IFA Ltd
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
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.
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.
What makes us different from other firms is that:
1) We look for clients who require a long-term business relationship, not a one-off sale.
2) We spend a lot of time with clients creating bespoke portfolios, which accurately matches their attitude to risk profile and their ability to deal with volatility. In other words, we put the client’s risk strategy at the heart of the financial planning process.
3) We add value by choosing the right solutions for our clients.
4) We offer an efficient, first-class, professional service while retaining the personal touch
We actively manage client's investment and pension portfolios, providing quarterly updates and recommendations to ensure that the portfolio remains relevant for the current economic enviroment. We regularly review clients' appetite for risk and volatility and amend portfolios accordingly. We put our own money where our mouth is and invest for ourselves in the exactly same way we recommend for you.
145-147 Sparrows Herne, Hertfordshire, Bushey, WD23 1AQ
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Face to face
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