Sutton Winson Wealth Management
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
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.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Sutton Winson Wealth Management provides a full range of Financial and Wealth Management Services including Investment and Pension Solutions, Tax Planning, Mortgages and Corporate Planning
Our in-house investment process means you have a decision maker who is closer to you and
understands your circumstances better than any third party. This also takes out any unnecessary additional costs to you.
You can be confident that Sutton Winson Wealth Management will take responsibility for the decisions made, and you can trust that the same high level of due diligence is applied across all services.
We pride ourselves on providing a service capable of handling clients of all sizes, no one is too big or small. We also provide options for both; an ongoing and one-off package-based relationship, while you have a 24/7 online access to your investments.
Using sophisticated financial software, we are able to forecast your financial position year by year. This enables us to combine and alter different factors, such as expenses, inflation, growth rates and tax rates, tailoring everything to you. Cash flow modelling is key in the financial planning process and helps visualise your future financial needs.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.