This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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 basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Providus was set up in 2015 by our Director, Antony Smith, who is a Chartered Financial Planner with Fellowship status. Our firm holds the Pension Transfer Gold Standard, accredited by the Personal Finance Society.
We typically work with people who fit into one or more of the following categories:
• Planning for retirement: We help people in their 50s to plan for a fulfilling future so that retirement is a smooth and easy transition.
• At retirement: We help people in their 60s establish their retirement income, making adjustments to ensure they achieve their desired lifestyle.
• Already retired: We work with people who have already retired to mould their income to their goals and plan for the future of their estate.
• Families: We help parents ensure that their finances support every element of family life, from present day needs to long-term aspirations.
• Business owners: We work with business owners to examine the financial side of work and home life in one cohesive strategy.
• Children of parents going into care: We assist children of elderly parents, establishing how to best manage the cost of care.
There are many reasons why our clients choose to work with us:
• We are Lifestyle Financial Planners: We align your financial plan with your life goals and values. Lifestyle Financial Planning is centred on you, rather than on your money.
• We are independent: We have the freedom to select financial products from the whole of the market; this aligns with our commitment to honest, unbiased advice.
• We are a trusted local firm: Our clients come from all over London and the surrounding areas, but most are based close to us in Walthamstow, Highams Park, Chingford and Leytonstone.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.