This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This qualification assessed a knowledge and understanding of portfolio investment management.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.
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.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
We are spending most of our time lately helping clients to understand their pension plans and how they can achieve the retirement they desire.
We also provide high quality financial planning advice to both individual and corporate clients across a wide range of other areas too, such as:
- Improving investment returns
- Ethical & Sustainable investment options
- Funding for Long Term Care costs
- Avoiding Inheritance Tax
- Investment of Trust funds
Established in Faversham for 10 years, we are happy to visit you at your home, or welcome you to our office at Brogdale Farm for an initial discussion about your requirements.
We listen carefully to your objectives and present solutions in an understandable manner.
We have a great deal of experience dealing with clients at retirement and are well placed to help clients through the maze of options available with pension plans.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.