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 UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 UK regulation environment in the financial services industry, lifetime mortgage products, 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 examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
We are part of the highly - successful True Potential Group and offer wealth management services to private clients, trustees and business throughout the UK. Our local Office is in Chester Le Street town center where we can meet with clients to discuss their individual needs and aspirations.
True Potential Group of companies has been recognised with seveal major industry awards.
For private clients throughout the UK who seek to be better informed and empowered to reach their financial goals, we offer a unique approach to wealth management, Unlike other financial advisory firms, we take technology further.
Through the use of True Potential's award winning systems, we provide our clients with straightforward and transparent advice in a simple and convenient way.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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