This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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 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, mortgage products, repayment options and the giving of mortgage advice.
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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
We have advisers across the country, from the South Coast to the North East. Town and Country PF pride themselves on being able to take a personal approach with each customer, putting in the time and effort needed to fully understand each client's individual needs, wants and aspirations before working with them to develop an achievable financial plan. We believe that getting to know you is as important as knowing your financial circumstances. We aim to help you get the most from your investments, whatever your requirements, and take away the worry of what might happen in the future.
We have considerable experience in all areas of financial planning, such as Pension Freedom, tax-efficient investments for income & growth, retirement income planning, inheritance tax mitigation, Long Term Care funding, corporate benefits and mortgages. We aim to establish a relationship with you that will last throughout all stages of your life, helping you to continue to move towards your financial goals. We can provide in depth reports and advice on complex investment portfolios as well as low risk ISAs and savings accounts. Above all we put our client's happiness and welfare first.
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