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 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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
Founded in 1990, the financial service department of Pearson Solicitors and Financial Advisers LLP, is a team of seasoned Independent Financial Advisers (IFAs) dedicated to providing private individuals and companies with unbiased expert financial advice, strategies and investment management for long-term growth.
Part of the larger Pearson Solicitors and Financial Advisers LLP, the law firm was established in 1982, but dates back to 1874. The Pearson (formerly Pearson Hinchliffe) name is recognised throughout the Greater Manchester area, as the firm has offices in Manchester, Oldham and Hollinwood.
Pearson Wealth provides bespoke personal financial advice and wealth management for a diverse range of clients.
Our clients are typically business owners, executives and professionals and also receivers of wealth, such as inheritors, divorcees, widows and retirees. We also advise the recipients of personal injury compensation and medical negligence awards.
We are a team of experienced, skilled, and highly-regarded independent financial advisers whose emphasis is on building strong, long-lasting relationships with clients.
Our expertise spans all areas of financial planning, but particularly pensions, investments and portfolio management.
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