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 an ability to analyse financial protection planning issues.
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 examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
At Thera , we put our clients at the heart of everything we do. We are refreshingly modern, have a common passion, outlook, and commitment to practice true financial planning.
As my client, you can expect unbiased and independent advice from myself, as a fully qualified financial adviser, who is dedicated to building a lifetime financial planning relationship with yourself. I will provide advice that is uncomplicated, clear, and at all times meaningful.
We use the latest financial forecasting technology to formulate as accurately as possible your own bespoke financial plan.
You may find yourself at an important stage or approaching a crucial transition in life. You may have expensive questions that you want answers to such as -
Do I have enough?
Will my family be ok if something happens to me?
Can I afford to leave a legacy?
When can I pack it all in?
What should I do with the inheritance I just received?
if I had all the money I would ever need, how would I live my life?
HOW WE CAN HELP
✦ We FOCUS on you and what you want to achieve in life
✦ We BUILD your own bespoke financial plan and we help you STICK to it
✦ we ORGANISE your finances and your investments and help you manage taxation
✦ we PROTECT what's important to you and your family
✦ we ANSWER all your questions, reduce your stress and give you full clarity over your financial future
✦ we help you ACHIEVE your goals through independent, personalized, and comprehensive financial planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
Thera Wealth Management Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under FRN 197107.
Thera Wealth Management Ltd. Registered office, 21 Ellis Street, London, SW1X 9AL.
Company Registration no. 13538392. FCA no. 959098.
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.