Protexx Mortgage & Financial Services
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
Established in Leighton Buzzard since 1979, our first meeting, which is at our expense, can be in the comfort of your own home or at our offices entirely without obligation. The first meeting will give you a chance to find out how we work, and ask any questions that you may have, and gives us the opportunity to discuss how our services may be of use to you. Our advisers can provide a comprehensive professional service offering advice on a variety of products including pensions, mortgages, protection, ISA's and savings plans.
We believe that we work in a friendly, relaxed manner that you will find refreshing. We treat each and every customer as an individual and not just 'another customer'. We are a family business so we know that individual service really counts.
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