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 examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This exam accesses understanding of the financial services industry including regulation and legislation.
We specialise in providing first class service to build, preserve and enjoy your wealth. But most importantly our relationship is with you, not your money. We help you to be financially independent and secure and ensure that you are prepared for any eventuality life brings.
From tackling personal decisions to reaching important milestones, our mission is to guide you on the path to success. We are driven by our commitment to excellence and go the extra mile to make sure our clients are delighted with us. Pensions, savings, investments, estate planning, protection - we are here to help.
As Independent Financial Advisers we believe in creating partnerships with a purpose and delivering only what is best for you. Contact us today for a free initial consultation, and find out more about how we can tailor our services to your needs.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Royale Thames Wealth Ltd is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by Financial Conduct Authority number 460421. Registered Offfice address 1st Floor Princess Caroline House, 1 High Street, Southend on Sea, SS1 1JE.
Your home may be repossesed if you do not keep up repayments on your mortgage.
The value of your investment may go up as well as down and the value is not guaranteed. Past performance is not a guarantee of future performance.
Wills and Estate Planning are not regulated by the FCA.
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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.