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 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 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 helps advisers develop and demonstrate their financial planning capabilities.
We are dedicated to Medical Professionals and were founded out of the desire to put our clients at the centre of everything we do. A specialist provider of financial products and advice for Devon & Cornwall.
We are a specialist and fully independent provider of financial services to medical professionals and their families. We have a full understanding of your medical career path, financial priorities and the wider issues affecting your profession. Extremely fair and resonable charging structures, holistic advice on a whole of market basis. We offer a long term commited relationship and a personalised approach. Our clients are at the centre of everything we do. We take great pride in doing the right thing for all our clients.
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