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.
This qualification assesses the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fitzroy Wealth Management have highly qualified, experienced advisers with each having over 20 years experience in financial services. We offer advice on a range of products including investments, pensions, mortgages & protection. We work on a fee only basis for all advice with the exception of life protection where we offer a commission basis. All costs will be discussed at your first meeting, which will be free of charge.
We create a very personal relationship with our clients specialising in investment and pension planning.
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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.