Retirement Planning (Uk) Ltd
This qualification assesses a knowledge and understanding of investment products and the application of 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 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.
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 recent pension reforms and how the changes impact at-retirement advice.
Truly Bespoke, Truly Independent.
Tailored financial solutions for everyone, whether you are a family, couple or an individual we can offer you a wide range of financial advise.
Our Services:
* Investments
* Pensions
* Mortgages
* Life Insurance
* Equity Release
We can also help you with a wide range of other services, such as arranging your Affairs, Estate and Asset Preservation Planning, Wills and Lasting Powers of Attorney.
Can in and see us or telephone us for a free no obligation consultation.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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