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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This exam accesses understanding of the financial services industry including regulation and legislation.
Hi, I’m Neil.
I love being an Independent Financial Adviser! It combines my love of helping people have peace of mind with a love of solving complex issues.
I set up with “Plan with Neil” so that I could help as many people as possible by providing affordable advice in Plain English.
I know from experience that it is not about the products people have or the numbers in a bank account that matter. I am committed to transparency and value.
By working with me, I aim for you to have a happier, more contented life.
Why Choose me?
I am independent, so I can choose the right solution for you. I am not restricted to one provider or a small selection of investments.
I am transparent about fees.
Research has shown only about 5% of Financial advisers display their fees on their website. I put a link to them on our front page.
I know money isn’t the most important thing in life. It is about peace of mind and security.
Finally, we are proud to be a Coventry company.
I offer all of the below services:
Allowing you to utilise tax allowances available
Annual Planning Meeting with Neil to understand your objectives and plan for them
Cashflow Forecast for the rest of your life
Consolidate Existing Pensions
Construction of your Bespoke Investment Portfolio
Creation of your Financial Master Plan
Ensure you understand your Financial Health and Protection Gaps
Second opinion service
Simplifying your plan
Unlimited Phone and Email Access to Neil
Working with other parts of your Power Team (Accountants, Solicitors)
No additional cost to include your partner in the planning process
Creation and implementation of your drawdown strategy
Ensuring you don’t trigger any complex "at retirement" rules
Give you clarity that you can retire
Inheritance Tax Planning
Capital Gains Tax Planning
Lifetime Allowance Planning
Financial Planning for your adult children
Critical Illness Cover
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.