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 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 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.
At Edgar Financial Advice Limited we offer a detailed financial planning service. We specialise in Pensions, Investments, retirement products (such as Pension Annuities and Pension Drawdown)and Inheritance Tax Planning. We also advise on most other products including Savings, Life Insurance products and Mortgages.
We also deal with a numerous Group Pension Scheme with companies who have employees ranging from 10 to 300. References are available.
Our areas of expertise are wide ranging and include all of the most common financial planning products. We strive to ensure that you always receive the most suitable product for your needs.
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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.