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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses the knowledge and understanding to advise clients on specialised financial products.
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 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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Based in Leeds we provide Financial Planning advice in all areas and cater to individual needs.
I specialise in Pensions and retirement advice , Income drawdown, Investment planning, Business advice , Tax planning and Protection Planning.
I take pride in providing a complete service to clients in respect of their financial planning needs. Whether you are looking for pension, investment , business protection we can help guide you through the financial maze. There is no charge for the initial consultation so call now on <phone number hidden> for an appointment.
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