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 examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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 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, we provide personal financial advice, in person, on the phone or online to clients.
We can advise on retirement planning including drawdown, consolidation, annuities and pension transfers, estate planning, investments and financial protection for you and your assets.
We offer an initial consultation free of charge which is usually at your home or place of work at a time most convenient for you from 8am - 8pm Monday - Friday or 9-12 Saturday mornings.
Feel free to contact us for a no-obligation consultation or informal chat.
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.
We provide advice without jargon, in a friendly and professional manner, in a fully covid compliant way.
Choose from paper statements, or the award-winning True Potential client website or app. You can monitor and review all your investments and pensions, daily performance updates, add to your investments in seconds and view all documentation securely which may help to reduce your paper filing.
We also offer regular market updates and educational videos to help you get the most out your portfolio.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.