This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
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 different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, 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, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
I am a whole of market financial adviser offering clients a jargon free service and complimentary initial meeting to review your current pension, retirement, savings and overall financial position. True Potential offer clear, transparent and affordable financial advice. With the support of a national firm behind me I am able to make optimum use of the latest technologies. As a result I have the capacity to develop class leading propositions to make your advice experience as efficient as possible. I take pride in delivering a highly personalised service by genuinely getting to know individual needs and requirements. If you feel you might need advice please don't hesitate to get in touch, either by emailing me at: <email address hidden> or phoning on: <phone number hidden> or <phone number hidden>.
We recognise that our client’s needs and objectives vary enormously. That’s why we provide a range of services designed to suit your requirements, with the aim of bringing your future plans and aspirations to fruition. Our friendly and approachable staff take the time to get to know your needs, and ensure that any plans put in place are ideally suited to your requirements. We endeavour to build a long term relationship with our clients and offer a choice of ongoing services in order to keep all plans on track. We believe this to be as important as the initial advice.
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