This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses a knowledge and understanding of investment products and the risks involved.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
I have 20 years’ industry experience helping a broad range of private clients, professionals and business owners. My advice covers all aspects of wealth management; retirement planning, including defined benefit pension advice, life assurance, inheritance tax planning and investments.
I provide a financial planning service built on honesty, trust and integrity which is why I have clients that have been with me throughout my career. I’m committed to placing the client at the centre of what I do and delivering better value, choice and results for my clients.
Financial planning can sometimes seem complicated, daunting and time-consuming, but it doesn’t have to be. My focus is on cutting through the jargon and delivering open, transparent and clear advice so that you can make sound financial decisions.
I will take time to thoroughly understand your current and future aspirations and any recommendations will be made in your best interests and tailored to your individual circumstances.
True Potential Wealth Management is an award-winning, national advice business, trusted by thousands of clients across the UK.
We have a wealth of experience in delivering solutions to people with a wide range of differing needs and objectives. Our investment strategies use some of the largest and most respected investment houses worldwide so you know your money will be in trusted hands. With True Potential’s expert oversight coupled with innovation and cutting edge technology, we offer a highly-sophisticated, value for money, wealth management proposition.
Our portfolios are tailored to your specific requirements and attitude towards investment risk, ensuring that your money is always managed in accordance with your wishes and aligned to your goals.
We have specialist knowledge and expertise in retirement planning and pensions, including Defined Benefit (Final salary) schemes. Analysis and reviews are handled by our team of head office experts with full and rigorous compliance oversight.
I would be delighted to help you so please get in touch.
Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR number 529810.
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