This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
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 examination assesses a knowledge and understanding of financial protection plans.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Specialising in pensions and retirement, I provide personal, face-to-face financial advice to clients around Yorkshire and Lincolnshire.
I am really proud to be a financial adviser and enjoy talking about all aspects of finance.
After gaining a degree in Business and Economics and using over 21 years experience gained with True Potential and HSBC, I provide jargon free advice in a clear manner.
Providing expert financial advice in the comfort of your own home.
Specialising in pensions and retirement planning.
Using my 21 years experience in the industry, gained with True Potential and HSBC, I provide clear and jargon free advice and explanations. I have a university degree and HND in finance and economics. I have a long standing genuine passion for finance.
For those clients who use a tablet or laptop, you can view your portfolio and documents securely to keep informed. Or you can choose traditional paper statements and reports at no extra cost.
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