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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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 an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
Protect and Invest is a Chartered firm of Financial Planners based in Newbury and also covering the Basingstoke, Winchester, Reading and surrounding areas. I can meet you at your home, online, at our office in Newbury or at one of our meeting rooms in Winchester or Hursley. As an Independent Chartered Financial Planner, I can help you navigate the complex world of pensions and investments and allow you to take control of your future. We will work together to break down the complexities of financial planning and begin an enjoyable journey to reach your goals and protect your future. I will support you and give you the knowledge needed to make better financial choices to help achieve your life goals. I have experience with many different client scenarios and my client relationships are based on honesty and transparency and always putting your needs first, no matter how simple or complex these are. We operate on a fee basis and offer an initial consultation at our expense and without obligation.
As part of the Protect and Invest team, I am committed to making the world of financial planning accessible to everyone. I advise on all areas, including investments, pensions, estate planning, retirement planning, equity release and protection and have a wealth of experience in these areas. I will hold your hand throughout the process to ensure that you understand the jargon and put a financial plan in place to get you to where you want to be. For independent, verified reviews of my services and to view all my qualifications, please look me up on VouchedFor, Newbury. I have included the link on this profile under 'blog'.
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