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 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 an ability to analyse pension and retirement planning issues.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
My name is Stephen Haythornthwaite and I am married with one grown up child. I am based in Burnley and a Wealth Management Partner of True Potential Wealth Management.
True Potential Wealth Management are part of the successful True Potential group of companies and offers wealth management services to private clients throughout the UK.
They provide services and investment solutions to close to 20% of all UK financial advisers and their clients.
The True Potential group of companies has been recognised with several major industry awards.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.
All clients have access to a unique client portal which gives you a snapshot of your total net worth and how you are progressing towards your goals. The use of modern technology will revolutionise this industry.
It's important to recognise that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, Occupational Pension review advice, buying your home or remortgage advice, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being while offering exclusive opportunities to market leading products.
26 The Moorings, Lancashire, Burnley, BB12 0TP
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