Mitchell Prockter (Financial Services) Limited
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 an ability to analyse pension and retirement planning issues.
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 examination assesses a knowledge and understanding of financial protection plans.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
This examination assesses a knowledge and understanding of financial protection plans.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Mitchell Prockter Financial Services Ltd has advisers with over 50 years experience in the financial services market place, the company started in 1988 and we are now one of the leading IFAs in the Bedfordshire area. We will provide you with independent expert advice to enable you to make informed decisions. We also have the advantage of advisers who hold full G60 qualifications and a pension specialist which gives us the edge over other IFA's. As a predominantly family run business we pride ourselves in retaining a close relationship with our clients and look to nurture them through their financial life from start to finish.
Our offices are located close to the town center with good parking options making visiting us very easy.
Winners of I-Invest 'Corporate Responsibility Award 2016'.
Winners of Investor Review 'Financial Advisors of the Year 2016'
As a family run business you'll either get appointed Mark Mitchell or Gary Mitchell. If one of us is away the other will always be able to help. This gives you that personal touch, something we pride ourselves on. If ever you want any questions answered, need any help with financial matters or just need general reassurance of a fact we are always a phone call or email away.
We choose to run the company in this way so you can be sure of consistency and no that we will take pride in our response.
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