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.
Based in Beverley East Yorkshire, Martin provides independent specialist advice including investment planning, pensions and retirement planning, income drawdown advice, protection planning, business planning and tax planning advice.
By getting to know you and your current circumstances, and where you’re wanting to be in the future, we will create a financial plan that is bespoke to you.
We will cement a strong relationship where your needs come first, and your plan is reviewed on an ongoing basis to make sure you achieve your goals.
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for the business you are transacting.
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