This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of investment products and the risks involved.
Offering independent financial advice to individuals and businesses.
We start the process by gaining an overall understanding of your goals and ambitions, and then help you to plan to achieve those desires.
Your financial plan will change overtime as life events take place or changes in the market occur, we will be there to support you to adapt your plan to the changing circumstances.
In the current economic climate financial planning is becomming an ever more complex issue. My purpose is to work with you, to help you make informed and appropriate choices.
We take each individual person or company as just that - an individual. We offer a service to suit your unique individual circumstances and aspirations.
We genuinely care about our clients, we take pride in what we do and we ensure we deliver our promises together with a strong emphasis on customer service.
It is these simple but all important qualities together along with our knowledge and expertise that differentiate us from the rest and ensure we build lasting and trusted relationships with our clients.
27 Hannon Road, Kings Heath, Birmingham, West Mids, B14 6BS
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