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 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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
Chris Smith our Director, formed Langham Associates in 1996. We have a long established track record with a long standing client base. Much business comes from personal recommendation which is a sign of customer satisfaction. We are based in Ipswich but cover East Anglia. We can come and see you either at your place of work or home at no extra charge.
Our motto is to keep things simple. We aim to explain and present solutions in a way that clients appreciate and understand.
Our mission statement is "Prevention is better than cure. We never want to see families suffer unnecessarily as a result of financial planning failure".
Don't just take our word for it see what our clients say. We encourage our clients for feedback by asking them to complete a questionnaire, this is the only way we can evaluate and improve our service. We have either been rated as either excellent or very good by all our clients. You can see the results in the testimonial section.
Our advice specialises in making a Will, Lasting Power of Attorneys, Pensions pre-retirement, pensions post-retirement including income drawdown, annuities, impaired life annuity, savings and Investment including ISAs, Nisas, National Savings accounts (NS & I), company directors and business owners.
The primary focus is to truly listen to your needs and provide a solution that will achieve the outcome.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.