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.
As a highly experienced Financial Adviser with True Potential Wealth Management, part of the highly successful, award winning True Potential group of companies, I’m committed to delivering better value, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity.
Over 19 years’ experience working in banking and financial services advising a broad range of individuals, families and businesses, I bring a wealth of knowledge and expertise. My advice covers all aspects of wealth management, including retirement planning, wealth protection, inheritance tax planning, savings and investments.
Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, cutting through the jargon and delivering open, transparent and clear advice. I appreciate the need to fully understand your situation and objectives before providing tailored advice and take great pride in helping clients make the most of their money and achieve and/or exceed their goals.
A national advice business trusted by thousands of clients throughout the country we have a wealth of experience in delivering solutions to people with differing needs and objectives. Our investment strategies use some of the largest and most respected investment houses worldwide. Coupled with our expert oversight, innovation and cutting edge technology we offer a highly-sophisticated wealth management proposition. Our portfolios are tailored to your requirements and attitude towards investment risk ensuring that your money is always managed in accordance with your wishes.
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. This ensures that we establish very quickly if a transfer is something you should consider.
Please contact me to arrange a free pension review.
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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