This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This exam accesses understanding of the financial services and their regulation.
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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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 protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach and visualise your financial goals.
If you are looking for help and guidance around retirement planning, the possibility of whether transferring your pension is right for you or drawing down your pension and taking benefits, then I would be delighted to assist. I am also perfectly placed to help you with Defined Benefit advice, as True Potential are one of the biggest financial firms, within this complex and specialist market. Alternatively, you may be looking to invest and supplement your income or to grow your assets and receive a far more attractive return than inflation and bank rates. Whatever, your circumstances, you will feel in control of your finances and together, we can make your dreams become a reality.
True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.
Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX
We use meeting facilities around the UK however the above address is our only registered office.
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