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 UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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.
"Professional advice from people who care" - MH Wealth Management aims to provide the very best Independent and Unbiased financial advice to our clients and settles for nothing less.
We specialise in advising on our clients on Investments and Retirement Planning. "There are two ways to face the future: one is with apprehension; the other is with anticipation." Your future-self depends entirely on you! But you need not worry about what your future holds. Instead, you can look forward to it with great anticipation if you have it well-planned in advance. By carefully listening to you, we will use our expertise to design your future financial plan, giving you peace of mind and certainty. Call or e-mail us today to find out more about how we can help you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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