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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
We provide a holistic financial planning service to our clients.
PFM Associates are a fully regulated and dedicated firm of Chartered Independent Financial Planners with our Head Office in Poole, Dorset. We are authorised and regulated by the Financial Conduct Authority and provide a holistic financial planning service to our clients.
We believe the most important aspect of being a good financial adviser is building good relationships with our clients to make sure that we fully understand their circumstances, needs and objectives to offer advice that is a reflection of these.
Holistic financial planning is about reviewing and planning a client’s financial affairs as a whole rather than focusing on one aspect in isolation. This takes into consideration all medium to long term goals, aspirations, needs and objectives.
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