This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This exam accesses understanding of the financial services and their regulation.
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.
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 qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Featured in the Times Newspaper Top UK IFA guides 2019, 2020 & 2021.
Winner of the Bark Professional - UK Independent Financial Advisory Service - Certificate of Excellence Award 2019 and 2021.
'No charge' initial consultation.
Providing friendly, dependable, professional, regulated whole of market Independent Financial Advice.
Helping you maximise the opportunities that are available to you.
Embracing the fact that a happy client will be a long lasting client, so absolutely giving the best and highest quality financial advice.
Areas of specialism:
* Savings plans
* Pension planning
* Wealth Management
* 'Advised' Bespoke Portfolio construction
* Philanthropy Advice
* IHT mitigation planning
* School fees planning
* Ar retirement, pension income solutions
* Trustee advice
* Business financial planning, including group schemes
* Personal & Business protection planning
* Will & Trust Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
Gold Griffin - Wealth Planning, is the trading name of Gold Griffin - Wealth Planning Ltd, Registered Company Number: 12110705. Gold Griffin - Wealth Planning Ltd is an Appointed Representative ("AR") Firm No: 912514, of Julian Harris Financial Consultants ("JHFC") which is authorised and regulated by the Financial Conduct Authority ("FCA") No: 153566. Registered Company Number: 3927189. JHFC Registered Head Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN.
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