This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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 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 investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
We are a London based Independent Financial Advice Business offer advice in all areas of Personal Financial Advice.
Julian Bingle offers Independent and Impartial advice to meet your needs.
With the backing of London Premier Wealth Management Limited, we provide high quality, independent financial advice to Private clients. Our aim is to build long lasting relationships based on excellent service and mutual trust. With regular on-going reviews we are able to ensure that your financial plans remain on track to meet your goals. And through the use of award winning technology, you will be able to keep up to date with your plans 24/7. New enquiries are always welcome please get in touch.
FCA Regulated, number 768949
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