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.
We provide high-quality retirement planning to help our clients achieve their retirement goals.
We'll help you answer key questions that you may have such as:
• Do I have enough money to retire now? If not now, when?
• How do I optimise lifetime taxation?
• How can I use my savings and investments to produce a sustainable income for the rest of my life?
• What should I do with an inheritance I've received?
• Can I afford to gift to my children/grandchildren while still maintaining my lifestyle?
There is no charge for the first meeting which can be conducted either face to face or over Zoom/Skype etc.
If you would like a second opinion on your existing finances or would like to receive a complimentary copy of our book: "Planning for retirement: Your guide to financial freedom" please feel free to get in touch.
We are retirement planning specialists and our tried and tested process is designed to give you clarity and peace of mind, giving you the confidence to live your desired lifestyle without fear of running out of money, even during periods of market upheaval.
We offer a refreshing alternative to the traditional financial adviser offering that focuses on "managing your money" and visits you once a year to give you an update on your investments.
Our clients tell us that the vast majority of the value we provide is helping them build a picture of what lifestyle they want in their retirement, planning for the best way to get there and ensuring they stay on track.
Please book a free 15-minute discovery call to find out more.
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