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 qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 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.
We have been providing high quality independent financial advice on the Isle of Wight since 2000, we primarily deal with Investments, Tax planning and Pension work. We also have extensive experience in Long Term Care Planning and Ethical investing, our initial meeting is without charge and obligation.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Wealth Management, Retirement Planning, Long Term Care, Protections
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