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 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 qualification helps advisers develop and demonstrate their financial planning capabilities.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 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.
Personal financial planning available for your present and future needs. As an IFA with over 25 years financial services experience I aim to provide sound independent advice to my clients. 90% of new customers are referred by existing clients who trust me to advise their friends & family. Please feel free to call for an initial chat <phone number hidden>.
Listen to a client's needs & concerns and then tailor a suitable plan to take all personal requirements into account. We also discuss matters in plain English and try to avoid jargon at every opportunity; our aim is to ensure you understand all of your financial planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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