In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
We have been established since 2001. Holding the advanced qualifaction since 2002, effectively being 10 years ahead of the industry. Mark Young has 25 years Financial services experience, spending 8 years with NatWest Bank before becoming Independent in 2001. We have a small team to provide the best possible service to our clients.
We also have links with stockbrokers for clients that would like their share holdings managed for them.
Meetings can be undertaken in the office or at your home.
Authorised and Regulated by the Financial Services Authority.
Email <email address hidden> or website <url hidden>.
We are a local Independent Adviser offering a highly personal service. We specialise in bespoke portfolio management for both Pensions and Investments utlising technology wherever possible. Clients have full online access to their investments.
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