This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
This examination assesses a knowledge and understanding of financial protection plans.
<url hidden> is the trading style of Andrew Colyer-Worsell. <url hidden> is a firm of financial advisers and has been an independent financial adviser since 1985. We offer an efficient professional service on a wide range of corporate and personal areas including pension planning, investments and protection. We are happy to work on any fee basis and believe in a fair days pay for a fair days work. The initial meeting with new clients is free of charge. During this meeting we will discuss payment options and agree a structure that suits you.
We will always confirm everything in writing before you commit yourself to anything. You will know the costs and our charges before you ask us to commence work.
We are happy to help you through the most simple and the most complex of pension issues.
Pension freedoms have created a great deal of confusion in the retirement market. Whether you want a guaranteed income for life - annuity, or a variable income - flexi access drawdown, we can help you.
We will 'hold your hand' through the retirement process, ensuring you the safest highest income possible and explaining the options available to you. Companies, auto enrolment is upon us, let us 'hold your hand' through this most complicated of processes.
Pre-retirement, it is a good idea to have a look through all of your pension plans to see if consolidation is a worthwhile exercise.
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