Holcombe Financial Services
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
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 the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
Established in 2012, the team of Chartered Financial Planners at Holcombe Financial Services has many years’ experience providing practical Independent Financial Advice to people, families and businesses in Bury, the surrounding area and throughout the UK.
Our core service is Wealth Management. We devise strategies for our clients and ensure these are regularly reviewed. At HFS we insist on having the latest state of the art technology to aid the advice process, high quality staff and a personalised client proposition that delivers peace of mind.
We provide advice across a wide range of services including wealth management, retirement planning both pre and post retirement, investment, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
We are experienced in, and authorised to give advice on safeguarded pension benefits.
At Holcombe Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and upon serving the local community.
**Working as normal through the Covid19 crisis with one team member office based and all advisers working from home offices **. We are Chartered Financial Planners committed to offering advice at the highest level. Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice.
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