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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
At Heaton Financial we are committed to providing unbiased, professional, holistic independent financial advice and our advisers have over 40 years of experience. We do not make a charge for an initial meeting and are happy to visit you at home. Not all firms charge for advice in the same way. We will discuss our fee options with you at our initial meeting. We will not charge you until we have agreed with you how we are to be paid.
Clients recommend us as 'extremely good', 'most helpful' and 'very straightforward' - do read the testimonials on our webpage.
Authorised and regulated by the Financial Conduct Authority.
You can call us directly on <phone number hidden> (we will get back to you within 24 hours).
We are Independent - we work for our client’s interests, not those of a bank or insurance company - and offer products from the whole of market. Once we have understood your needs, aims and aspirations Heaton Financial will help you make your money work for you and will continue to enhance your wealth long into your retirement.
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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.