Prism Financial Advice Ltd
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assesses a knowledge and understanding of financial protection plans.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
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 assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
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.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Prism Financial Advice Limited are Independent Financial Advisers with many years experience of advising both private and corporate clients on a wide range of financial planning issues. Our knowledge of the financial marketplace is extensive with all our advisers achieving industry recognised qualifications in Financial Planning. We understand that each client's circumstances are unique. Getting to know you and understanding your financial goals and ambitions is central to the way we work. Experience has shown us that working together in this way is crucial to developing a tailored solution. Over the years we have built a strong reputation for sound quality advice which has resulted in us being employed as approved advisers to an increasing number of FTSE 100 companies together with many smaller organisations all wishing to provide tangible support to their employees
We work with our clients to help them achieve their financial goals and aspirations
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FREEpension health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Prism Financial Advice Limited is authorised & regulated by the Financial Conduct Authority (FCA) under Firm Reference Number: 426165
Prism Financial Advice Limited is registered in England and Wales No: 05303532
With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.
Tax is dependent on individual circumstances and is subject to change based on UK legislation and taxation regime.
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