This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
Knightsbridge Financial Solutions Limited is a one stop shop for all your financial requirements, offering a personal face to face service. Building a strong relationship with you is the cornerstone of our business, as is a regular review of your situation regardless of the products you hold with us.
We explain ourselves without using jargon and have limitless patience, we know it’s difficult to understand at times.
The value of investments and income from them can go down. You may not get back the original amount invested.
A Mortgage is a loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Tax planning and trust planning are not regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate most forms of Buy-to-Let mortgage.
Knightsbridge Financial Solutions Limited, registered office 1386 London Road, Leigh on Sea, Essex, SS9 2UJ, registered in England no. 4247083
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