This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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 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.
I have traded as an IFA for the past twenty years and have endeavored to increase the wealth of our clients and the small businesses that we look after. Our focus is on completely understanding your circumstances and to provide individually tailored solutions. Additional information on our services and options on remuneration can be obtained from our website at <url hidden> or by requesting a free copy of our company brochure.
We believe that they key drivers in a successful relationship with our clients are service and trust and the objectives that underpin our approach are to - optimise returns, taking into account their risk profile - to provide the highest level of service and support at all times - provide clear and transparent reporting - provide access to strategies through appropriate tax structures and provide competitive and transparent fees.
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