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 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 the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
We are a firm of independent financial advisors based in Cardiff. Our primary aim is to provide you with sound, professional advice. Our relationship with you is the key to ensuring the advice we give is accurate, appropriate and enduring.
I aim to exceed the expectations of my clients by offering a service representing excellent value for money and featuring the most appropriate advice to their personal circumstances backed by the best products we can find from the whole of the market.
16 Pantmawr Road, Whitchurch, Cardiff, CF14 7TF
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