An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
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, long term care insurance products and the giving of long term care insurance advice.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Having achieved the IFS Level 6 Diploma in Financial Advice, 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are a firm of Chartered Accountants and Chartered Financial Planners, with offices in Northwich and Nantwich. We pride ourselves on providing a personal service to clients with a range of experience and expertise. Howard Worth Independent Financial Management offers holistic financial planning specialising in portfolio management, protection and corporate issues.
We offer a free, initial, no obligation meeting, to help you decide whether you would like to work with us, and we always base our recommendations on thorough discussion and a clear understanding of your circumstances and goals.
By understanding you and your circumstances, we can support you with your immediate financial needs and help you to plan for future changes in circumstances, including preparing for retirement and inheritance tax planning. We are able to assist with the complicated changes to pension freedoms.
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