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 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 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.
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.
This exam accesses understanding of identifying and satisfying client needs.
We are long established financial advisers working with clients for many years to achieve and maintain their financial objectives. Your retirement and financial future are of paramount importance and this is at the heart of what we do.
We have provided advice to clients in Halifax and the surrounding areas for many years and we have the structure in place to ensure that your location is never a barrier.
COVID update – due to the current climate in the UK linked to the virus – we are pleased to confirm that we provide a highly respected ‘remote service’.
We utilise telephone, email and online meetings. We provide advice at a reduced cost for those that are happy to deal with us remotely, but the choice is of course yours.
We are happy to arrange home visits or meetings in one of our many professional business locations around the UK.
Our team is dedicated to excellence in service and we ensure you have regular contact from day 1 so you know exactly the position and progression as it happens. Our staff are all highly experienced so they have clear understanding of client needs so we can provide the very best service at all times.
Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives and provide accurate and innovative investment tools to ensure that you have clear vision of your future.
Our investment strategies use some of the largest and most respected investment houses worldwide, such as Schroder’s, Allianz, 7IM, UBS and Close Brothers to name but a few.
With the innovation of our technology and our expert investment panel we can develop investment strategies to meet and exceed your goals and expectations.
Our portfolios are tailored to your requirements and attitude towards investment risk ensuring that your money is always managed in accordance with your wishes.
Defined Benefit (Occupational) pensions - analysis and reviews are handled by our team of head office experts with full and rigorous compliance oversight. This ensures that we establish very quickly if a transfer is something you should consider.
The office in Halifax is used for client meetings only, all administration is based in our office's in Northumberland.
True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.
Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX
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