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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
I am a multi-award winning financial planner and partner of True Potential Wealth Management.
I have 30 years Financial Services Industry Experience over which I have developed a close working relationship with all of my clients. I am very passionate about building long lasting relationships with clients, and putting them on the path to a successful financial future.
I do this by delivering bespoke, unique, financial plans; by working very closely together, I give clients the ability to live the life they want, with peace of mind and financial security.
I make a difference to client’s lives and that is why almost all of our new clients come from the recommendation of existing clients.
I specialise in Pensions, Pension transfers, Investment and Tax planning for those clients who are heading towards retirement and those who are entering retirement and have key decisions to make on their future. I explain these in a simple jargon free manner so you can understand your options, only then can you make an informed choice and reach the most suitable outcome.
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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.