This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
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 examination assesses a knowledge and understanding of financial protection plans.
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.
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.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Talis Independent Financial Advisers is a Kent and London based IFA firm providing friendly, helpful & impartial independent financial advice from the whole market. We look after over £100 million of client money of which £50 million is invested in our portfolio service. Whether you are a personal or a business client we guarantee all our clients the highest standards of professionalism.
My client base is diverse, ranging from young professionals starting out on their financial journey, to older clients who have established portfolios or are perhaps accessing financial advice for the first time.
Retirement planning forms a large part of my business, alongside wealth management and mortgage advice. I pride myself on helping clients to understand their portfolios and have access to advice that is clear and easy to understand.
My advice is completely independent and covers all areas of financial planning. The very best part of my job is meeting clients, so please do get in touch.
Our first meeting is free of charge.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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