This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement 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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Passionate about providing financial security for our clients' and their families' futures we are committed to providing reliable financial independent advice from the whole of the market.
We have over 20 years' experience across the financial services industry, assisting individuals and companies, large and small.
Our ultimate aim is to make our clients better off, no matter what happens in life, but without the jargon.
This can include making sure you have enough put away for an enjoyable retirement and then how best to manage those savings.
Passing on your wealth to the next generation as easily as possible is a priority for many, gaining an understanding of the complex and frequently changing rules.
For most just making sure what you have in place cannot be lost is the primary aim.
Company founder Duncan Salisbury-Jones is a member of the Personal Finance Society meaning he adheres to a code of ethics and strives for the highest standards of professionalism, so you can rest assured that you are in safe hands.
We make navigating the world of financial services an easy one.
Through fully understanding your aims in life and your current arrangements we will put together a sustainable financial plan, adapting to your changing needs over the years.
We take away the worries, putting tailored plans in place that will meet your needs today and into the future.
We are happy to meet at a time and place that suits you, usually in your own home or workplace.
Mortgage advice is provided via a specialist introduction within the Vision Independent Financial Planning Ltd network.
Navigation Financial Planning Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.
The FCA does not regulate IHT and Estate Planning, Wills or Trusts and some forms of mortgages.
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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.