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 examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
I specialise in helping you to prepare for your retirement. If you have pensions or investments of any type and are planning your retirement, or are just wanting to get organised. I am able to help you get in shape, financially. If you have an old occupational pension, then we need to talk to go through your options, as you have numerous options now. I have 19 years experience of helping clients meet their financial goals. I cut through the jargon of the financial world so that you can easily understand the plans we will make together. I will continue to guide and advise you through the term of our plans also.
I offer advice on limited types of products. Primarily, I will advise you on Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where the platform does not have a product to meet your needs, I am able to broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list
Help you to prepare properly for your retirement. I make plans with my clients to help them make the most of their money. What I do really well is then I keep in touch and help to guide them throughout the term of those plans. I have helped all of my clients make their money work harder for them within investments and also pensions. I can also ensure that you and your loved ones are adequately protected.
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