Matt Tilley - Invest Southwest
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 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.
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.
Invest Southwest offer a free initial consultation and a guarantee of Best Advice...For Life. We are fully independent and qualified to advise on all areas of personal and business finance. Offering a choice of fee or commission based advice, clients are shown all research and how our recommendations have been reached. We have 100% client satisfaction and now attract the majority of new clients via personal referral. As a truly local firm, we believe this mix simply cannot be beaten on quality of advice or customer service.
Unbiased, whole of market independent financial advice based near Wotton-under-Edge, covering the Cotswolds, Gloucestershire and Bristol areas. Investments, savings, pensions, mortgages, inheritance tax planning and protection.
Fully, highly qualified and experienced advisers.
Local and totally independent.
The best solutions from the entire market always recommended
We advise, not sell – if best advice is “do nothing”, that is what we will advise!
One dedicated personal adviser permanently.
A lifelong relationship.
We look at your whole life situation, not just one area in isolation.
The best advice we give now, will stand you in good stead for life.
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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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