This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This exam accesses understanding of the financial services and their regulation.
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 protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
I have over 20 years’ industry experience in banking and financial services helping a wide range of different clients. My advice covers all aspects of wealth management; retirement planning, including defined benefit pension advice, investments, inheritance tax planning and life assurance.
As an 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 and choice for my clients by providing a financial planning service that is built on long term relationships, trust and integrity.
Financial planning can sometimes seem complicated, daunting and time-consuming, but it doesn’t have to be. I aim to cut through the jargon and deliver clear and transparent advice so that you can make sound financial decisions. I work closely with clients to clearly understand all aspects of their wealth and future goals, so any recommendations are in their best interests and tailored to their individual circumstances.
True Potential Wealth Management is a national, award-winning, wealth management company, trusted by thousands of clients across the UK.
Our investment strategies use a broad range of leading global investment managers so you know your money will be in trusted hands. Coupled with True Potential’s expert oversight, innovation and cutting edge technology, we provide clients with a highly sophisticated wealth management service.
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 the area of Pensions, and in particular with Personal pensions, Pension drawdown and deferred Defined Benefit (Final salary) pension schemes. Please contact me to arrange a free pension and/or investment 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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