Paul Young Independent Financial Advisors
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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 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 assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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 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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the knowledge and understanding of the different types of pensions and annuities and their uses and applications. To compare analytically and contrast different types of pensions and annuities in the context of giving proper advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Paul Young Independent Financial Advisors provide a full range of financial services. We have an established reputation for advice on Corporate Pensions, Pension transfers and other benefits for individuals and companies. In addition we offer a wealth management service utilising portfolios of funds to suit every risk profile.
Our specialist areas are in wealth and portfolio management, pension transfers, pensions and divorce, and corporate benefits planning.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.