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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
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 helps advisers develop and demonstrate their financial planning capabilities.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
We have 30+ years of experience in providing our clients with a top class, personalised service, helping them to plan their financial futures.
We are a family business, with our two Directors and advisers being Mike Rice and our female adviser Sarah Ross.
We are committed to providing a personal, approachable, comprehensive financial planning service to help you to identify and realise your goals.
As a client, you will have your own personal adviser who will be your main ongoing point of contact, ensuring you receive a consistent service from someone who understands you and your circumstances.
We use our technical expertise and experience, to work in partnership with you to construct a clear strategy which can adapt as your needs change.
We use the latest technology, systems and investment solutions, to maximise efficiency and functionality, enabling us to deliver high quality service with real value for money.
We always try to be approachable, to ensure you are comfortable to contact us as and when necessary to discuss any questions/concerns/changes in circumstances that arise in the course of life or business.
We provide independent financial advice, travelling to see clients at home/work, throughout the South West. Specific areas we advise on include lifetime financial plans, investments, pensions (registered pension specialists), protection, long term care (registered long term care specialists), estate planning, and tax planning, among others.
We care passionately about always acting in your best interests, and helping you to achieve your aspirations. We believe the key to success is to define your goals, and create a clear, easy to understand plan to achieve them. We explain everything in ‘plain English’ and thrive on long term relationships built on trust.
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