This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Based in London, Yorkshire, Torquay and Internationally, we are an independent firm with client outcome at the forefront of our ethos.
Our mission is to provide a 7* service. The meaning of a 5* review has become obsolete; to achieve 5* it only requires getting from A to B with no issues.
We commit to our clients we will go above and beyond to provide them with a 7* service, helping them get excited about their finances. We are proud of our glowing, detailed and personalised reviews, which directly reflect the detailed and personalised approach we take to financial planning.
We specialise in:
- Retirement Planning
- Tax-efficient Portfolio Management
- Pension Transfers: DC and DB (Final Salary)
- UK & European Financial Planning
- US Citizen Financial Planning
- Taxation for UK and non-UK residents
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for the business you are transacting.
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