This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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 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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assessed a knowledge and understanding of portfolio investment management.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.
Future Life Capital is an Independent Financial Adviser, based in Laindon, Essex, operating mostly across the South East and London.
We provide a strong investment emphasis, but a clue to our approach can be found in the title. We aim to build wealth for individuals and businesses, but we also acknowledge that money is there to be spent too. This is about life planning, as well as financial planning, not about selling products. A fact find is helpful, but in itself doesn’t enable us to really know who our Client is. Money has no real meaning or value, until translated into a life event or purpose. So, we set about getting to know you, by asking questions such as, where you are in your life, how you got there, and what you want from the future.
To enable the best advice, it's imperative we get to know you, we do not try and fit square pegs in round holes.
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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.