Tailored Wealth Financial Management
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
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.
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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Tailored Wealth has been providing first class advice to individuals and businesses for many years with Mark and Tony having nearly 40 years experience between them.
If you are worried about you retirement planning and how to achieve the lifestyle you desire we can help these become a reality.
If are a shareholder in a business and you are looking for a corporate partner to help with your structure to ensure you de-risk you business we specialise in succession planning and using shareholder agreements, cross option planning coupled with trusts and protection to ensure the future of your company is secure.
We can help businesses use corporate pensions to make significant tax savings and if your looking for a new commercial unit how your pension can be unlocked to realise this.
We can help with how your estate is passed on whether it is a business or your personal estate and you are concerned about the effects of Inheritance Tax - we have a wealth of experience in this area also.
Whatever your financial requirements, putting together the perfect solution for you is always our aim.
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