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 exam accesses understanding of the financial services and their regulation.
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 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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. I cover primarily the North of England with many clients up in Yorkshire, Cumbria, Lancashire, Cheshire and Greater Manchester.
If you want to know a little about me. I started in the industry over 25 years ago. I am Diploma qualified and continue to take further exams to improve and maintain my knowledge. Outside of work I love rugby and still play! Although, it takes me a little longer to recover from the aches and pains. I love to travel and enjoy the many different cultures. Cooking and eating is certainly my favourite hobby! Lastly, you may see me walking the hills around West Yorshire with my trusted dog, Hugo!
Recognising that everyone’s personal situations are unique, I take pride in the time to get to know you, your family and what’s important. The success I enjoy is the ability to work alongside my clients over their life time. Life is not a rehearsal, I want all my clients to engage in their dreams and live the life they desire.
Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
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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.