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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
I work as part of LB Financial Solutions – an established firm of financial advisers and accountants with offices in London, Chelmsford, Ipswich and Colchester.
I live in Rayleigh with my wife Lydia and have a wide mix of pastimes including DIY, gardening, visiting historic places, music production, trackdays and time permitting... attending as many car shows as I can.
As a Chartered Financial Planner with over thirteen years' experience, I am highly qualified and able to provide expert, independent, regulated advice on a number of areas including; savings, investments, pensions, inheritance tax planning and protection insurance (eg life, critical illness and income protection).
Life is not a rehearsal. I believe my role is helping clients find the right balance between living life to the full today whilst keeping a watchful eye on and planning for tomorrow.
I do this by providing straight talking financial advice tailored to you; combining old fashioned personal service with the latest technology and research.
Initial meetings are without charge and can be held at your home/place of work, or at my office in Chelmsford.
Want to ensure your family are adequately provided for in the event of a serious illness, accident or death?
Have cash you'd like to consider investing to generate growth or provide an income?
Have one or more pensions but aren't sure if they are invested in the most appropriate, cost effective way?
Have existing savings and investments but wonder if they are the best suited available to you, or structured in the most tax efficient way?
Plan to retire in the next few years and want to know your options?
Want to get "financially organised"?
Then please get in touch.
LB Financial Solutions Ltd, Swift House, 18 Hoffmanns Way, Chelmsford, Essex, CM1 1GU
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