Invest Southwest
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 helps advisers develop and demonstrate their financial planning capabilities.
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 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 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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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 Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
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 Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 an ability to analyse pension and retirement planning issues.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
We are a multi award winning, established and experienced team of Independent Financial Advisers with 3 advisers based at our head office in Taunton and a further 15 based across the South West.
Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs.
Getting to know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing Advice...For Life.
Our initial consultation is free of charge however long it takes and for your reassurance, we will never levy a charge unless we can demonstrate that we can benefit you in doing so.
Highly qualified and experienced advisers, we offer the best solutions from the entire market. Our aim is to advise, not sell and if the best advice is "do nothing", this is what we will advise.
We offer one dedicated personal adviser permanently to forge a lifelong relationship, looing at your whole life situation, not just one area in isolation.
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