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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
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 features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Welcome to Tracy Simpson Financial Planning - Helping you to meet your financial aims for now and in the future.
Getting financial advice can be daunting, having to divulge one of the most private areas of your life to someone you hardly know. Lots of clients worry they have little knowledge and experience of financial planning, or that it is all just to complex and end up taking the easy solution rather than what's right for them. If you are seeking financial advice for the first time then my service is just what you need.
My client based core values ensure the service you receive meets the sole purpose of helping you reach your financial aims and objectives whatever stage of life you are at:
I am an Independent Chartered Financial Planner and a Fellow of the Personal Finance Society which is the highest accolade and shows my commitment to gaining extensive knowledge. This ensures you receive advice from someone with the highest level of knowledge in a wide range of areas to help you on your financial journey wherever you are.
• Helping you to fully understand how you can arrange your finances to give you financial freedom
• Building trusting relationships to be there for you when you need help
• Engage with you at a level you can understand
• Giving you the information to help you make informed choices
• Simplifying complex areas to make you feel better about your financial future
• Keeping you updated throughout your journey.
Tracy Simpson Financial Planning is a trading name of Tracy Simpson Financial Consultancy Ltd which is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (<url hidden>) under reference 912728. Registered office: 2303 Bridgewater Place, Water Lane, Leeds, LS11 5QB. Registered in England and Wales Number: <phone number hidden>
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.