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.
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.
Inter-UK Financial Services Ltd provides independent financial advice to wide range of clients across the UK. We also specialise in advising expatriates living and working in the UK as well as British expats working overseas or returning to residence in the UK. Our specialist advisers offer free initial consultations and offer independent, holistic advice with a deep understanding of cross border issues. The complex area of advising US connected persons is a specialism of ours.
Expat financial planning
Life Insurance for Expats and UK residents
Advising US connected persons
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