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 the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
My name is James Thom, as a Financial Adviser with over 35 years financial services experience, my focus has and will always be to provide a personalised service towards helping people meet their financial goals.
Managing your finances and wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing. I feel fortunate to have developed many lifelong relationships with clients, helping them to secure their financial futures both for themselves and their families.
I joined True Potential Wealth Management to enhance service and choice for clients by blending my traditional face to face method of providing financial advice with all the advantages of using their award winning modern technology for convenient 24/7 online access to information and support. Partnering with True Potential provides reassurance to myself and my clients that their needs will be looked after, no matter what.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
Whether your objectives are for advice on mortgages, equity release, life assurance, pensions and retirement planning or meeting investment goals – I focus on getting to know you and what is important to you whilst using my experience and wealth of financial knowledge to research suitable products, ensuring you get sound advice and real value for money.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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