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 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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
Mae Ymgynghorwyr Ariannol Annibynnol Sterling yn gwmni lleol sydd wedi ei sefydlu ym Mhorthmadog ers blynyddoedd. Rydym yn falch o gynnig cyngor ariannol annibynnol o’r ansawdd uchaf i’n cwsmeriaid.
Sterling Independent Financial Advisers is a long established local company committed to providing quality independent financial advice to our clients.
Mae Sterling yn enw masnachu ar Sterling (Porthmadog) Cyf, sy’n cael ei awdurdodi a’i reoleiddio gan yr Awdurdod Ymddygiad Ariannol.
Sterling is a trading name of Sterling (Porthmadog) Cyf, which is authorised and regulated by the Financial Conduct Authority.
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provided as thoroughly as possible,
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.