To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 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 an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 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 AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
Our aim is to build a long term relationship with you. We’re proud to be a firm of Chartered Financial Planners who'll guide you through a personal wealth strategy which will cover your long term goals. This could be retiring early, understanding your retirement options or making sure your pensions and investments are invested so they provide you with the necessary income to live your life without ever worrying about running out of money.
You’ll benefit from our team of highly qualified financial planners who will give you honest, expert advice. Being a firm of Chartered Financial Planners puts us ahead of 85% of other planning firms in the country.
WE focus on you and most importantly what you want to achieve.
Whatever your future has in store, you deserve to live it with financial empowerment. You are unique, and so is our service. We’ll tailor everything we do around you.
We work best with clients who are coming up to retirement or newly retired. We will guide you through a personal wealth strategy which covers everything from preserving your capital to protecting your family against any unnecessary future taxes.
With us, you will benefit from our team of highly qualified financial planners working alongside tax specialists to give you honest, expert advice. We are truly independent and qualified to the highest standards in our industry.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.