To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 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.
Synthesis is an independent wealth management firm with offices in Bath and London.
We believe in building lasting client relationships that are based around trust and valued advice.
Our financial planning service helps you define what is important to you.
We believe that money should empower and provide choices in life, not hold you back.
Through detailed analysis, we will help you visualise your future using sophisticated financial modelling software. We will create a bespoke plan which aims to identify and maximise efficiencies to help you meet your objectives and move forward with confidence.
Our financial planning service includes reviewing and advising on:
Advice on structuring wealth to mitigate or limit taxes
Advice on maximising tax allowances
Investments for children and grandchildren
Wills and Lasting Power of Attorney review
We firmly believe that you should see the value of our advice before paying our fees. Therefore, all our initial discovery meetings and analysis are without charge.
Synthesis Wealth Management Limited is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Synthesis Wealth Management Limited is entered on the FCA Register (<url hidden>) under reference 921078. Synthesis Wealth Management Limited is registered in England and Wales No. 12431691 Registered Address: 28 Brock Street, Bath, BA1 2LN.
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