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 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.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
If you are looking to invest a lump sum, maybe planning your life in retirement, or unsure of the best route to take with your pension funds for example, talk to us.
Often our clients come to us from personal recommendations. For most, there have been many annual meetings since their first plan, reviewing progress and dealing with change to keep things on track. We believe our clients appreciate this long term, face to face approach with the same adviser providing continuity and friendship.
Our advisers and paraplanners are well qualified with long experience, all supported by top quality administration to do all the things you would expect of us in delivering an enduring and excellent service
Don’t accept the statement above as fact. Come for an exploratory first meeting for which there is no charge, and see for yourself.
We offer tailored financial advice to meet your needs in an honest and friendly manner.
Aiming to build long term working relationships with our clients. We help to create a personal financial plan around your priorities and life goals. Regularly monitoring and reviewing to ensure the best outcomes for your goals.
Specialist areas:
Wealth Management
Portfolio Management
Pension Transfers
Pensions and Divorce
Corporate Benefits Planning
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Telephone
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Online (Live chat, video, email)
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Face to face
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