This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
At Lyles' Independent Financial Advice Ltd, our professional and friendly team will work with you to find a suitable way to manage your finances. Whether it's planning for your retirement, saving for a big event, or just making sure you're getting the most from your money, we are here to help.
We help clients to build up their wealth and protect their futures, so that they can achieve their desired outcomes.
We offer an Initial financial review that is completely confidential, free of charge and without obligation. We will discuss all areas of financial planning, ensuring we fully understand your current circumstances and your future objectives.
We direct and guide each client to make the most of their tax allowances available each year and to adhere to current legislation.
Please refer to the compliance section below for all relevant risk warnings.
We specialise in the pension and retirement market. We are appropriately qualified and have the required permissions to advise on Final Salary/Defined Benefit Pension Schemes.
We help you to build funds tax efficiently to support yourselves financially at your chosen retirement age.
We then help you to make the right choices to draw your funds, tax efficiently and to suit your personal circumstances.
We ensure that all options are explored and discussed clearly so that your retirement is bespoke to your individual circumstances and you can make the most of the funds available to you for your future.
Llewellyn Goch, St Fagans, Cardiff, South Glamorgan, CF5 6HR
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