This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This exam accesses understanding of the financial services and their regulation.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 financial protection plans.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of protection, savings and investment products.
As a Restricted Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for you.
With over 27 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning, making sure that all your needs are covered.
I take the time to get to know you and find out what’s important to you. With this knowledge, I can produce a financial plan focused on your goals, taking into account your personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
All my clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.
• Retirement Planning – I will ensure you obtain the retirement you desire.
• Pension Transfers - Including a full and comprehensive review on Defined Benefit/Final Salary schemes, as well as Personal Pension and Defined Contribution plans. I will only advise to transfer if this is in your best interests.
• Investment Planning – Helping you to grow your wealth so you can fund your future plans such as children’s education, wedding costs, rainy day funds, medium and long term investment goals.
True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.
Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX
We use meeting facilities around the UK, however the above address is our only registered office.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.