Green Rose Financial Services Limited
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 regulation environment in the financial services industry, mortgage products, 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.
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.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
We have excellent experience and pedigree within investment, retirement planning, inheritance tax planning etc. We see you at your home or work, minimising inconvenience.
We are open and see clients during office hours, 9am to 5pm, Monday to Friday.
See our website for testimonials and general information.
Green Rose Financial Services Limited is registered in England & Wales no. 5892437. Green Rose Financial Services Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (register.fca. org.uk) under reference 714847.
We provide bespoke relationships to over 120 individuals who require wealth management and preservation services. We pride ourselves on being responsive, technically knowledgeable and responsible. Our client retention is regarded as 2nd to none. We know what we are doing and do it well. We are not for everyone but for those where there is a "fit" we are ideal.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Face to face
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