AFH Wealth Management - Minehead
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 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 examination assesses a knowledge and understanding of investment products and the risks involved.
Lyn Financial Services has been established for over 25 years. We have a strong West Country presence from which the company provide a Whole of Market approach on any financial recommendation.
As well as being on the approved list for Money Saving Expert and Trading Standards Buy with Confidence, we also have a team of Financial Consultants with significant experience. The team specialise in Investments, Pensions, Protection and Inheritance Tax Planning. The Four offices also have six Mortgage Consultants who provide advice from Equity Release through to Help to Buy Mortgages.
By sharing knowledge within the company we can ensure clients at all times they are receiving truly Independent Advice.
All first meetings are provided free of charge and no cost will be made until a full analysis of your circumstances has been obtained.
With many of our consultants having had clients for over 20 years we are a firm that prides itself on building long term relationships. We are accredited through a number of national organisations such as Money Saving Expert and Buy with Confidence. We believe that being associated with such organisations makes us stand out from our competition.
We will always ensure a qualified adviser will be able to meet you at either one of our four offices or at your home or premises.
We truly place the client at the forefront of everything we do.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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