Sterling Independent Advisers LLP
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
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 examination assesses a knowledge and understanding of investment products and the risks involved.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Sterling Independent Advisers has been established and providing independent financial advice in the Hemel Hempstead and surrounding area since 1995.
Independent Financial Advice to individuals and small businesses is given by Keith Hayes who has more than 25 years experience. In addition, our professional and experienced support staff have all worked in financial services for many years.
We listen to your needs and offer clear no-jargon advice on the most appropriate way to proceed in achieving your financial goals. This could be providing advice on Pension Planning, Pension Freedom Advice and options post April 2015 and your options into Retirement. Investment and Wealth Planning, IHT Planning, Protection Planning for your family and business and on your Mortgage.
We take the time to listen to your needs, requirements and future plans and then offer clear no-jargon advice on the most appropriate way to proceed in achieving your financial goals.
61, Maxted Road, Hemel Hempstead, Herts, HP2 7DZ
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Telephone
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Face to face
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