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 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 examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
We're committed to providing you with expert financial advice, not only today, but over the long term and your life evolves and your financial priorities alter. We aim to demystify the financial services industry and interpreting their jargon into a language we can all understand.
“Nexus” means a connection and that is what we pride ourselves on - the strong connection between our advisers and our clients, providing the highest quality of advice delivered in a clear, concise and easily understood way.
Investment is our passion – Our investment team is made up of well known industry figures with time served experience and expertise to deliver our core investment strategy, designed and implemented in house, with the aims and objectives of our clients at its heart.
Our core areas of advice are Investment Management, Pensions and Estate Planning.
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.