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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
Over 30 years of industry experience and 24 years as an IFA. Clients typically are 'at-retirement', that is to say in, or approaching, retirement. We arrange pensions and investments in an inexpensive and tax efficient manner so as to secure best returns for clients.
We take great care to fully discuss how to get the best from your pension and investment funds and ensure that your investments and pensions are tailor-made to suit your circumstances.
You'll have full view of the live value of your pension/investments via a secure online login which links you directly to your platform - with a provider such as Aviva etc. Total charges are low - in most cases less than 1% - including an annual face to face review - which means more of your money is invested.
Auriol House, High Street, Hartley Wintney, Hook, Hampshire, RG27 8NY
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