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.
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their 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.
Uniec Prestige Ltd. was established to provide our clients, both individual and corporate with a specialist Advisory Service during times of redundancy, retirement, or transitional change within the workplace.
Our company was formed through evolving relationships with Industrial Unions, Out-Placement Companies and other likeminded institutions, devoted to helping people through difficult times and change. Over the years, our company has cemented a proud reputation of being the trusted Independent Financial Services provider of choice.
We are proud to have provided our services to over 250 companies spread across the whole of the UK. Our brand is nationally recognised and our clients and those who introduce us to their clients tell us that our most reassuring qualities are our absolute independence and reliability.
We have helped thousands of people approaching retirement where deciding to take retirement benefits could be one of the biggest irreversible decisions they will ever make. Our aim is to get to know our clients, understand their needs and build strong mutual trust and respect through an ethical and friendly approach.
Our mission is simple and focused; to uphold to the highest possible standard, our commitment of providing a real benefit to real people.
I provided specialist advice to range of individual clients in all aspects of financial planning, as a result I have demonstrable knowledge, qualifications and experience.
I specialise in the following areas:
-Pensions & Retirement Planning
-Final Salary Defined Benefit Pensions
-Investments & Savings
-Inheritance Tax Planning
We work on a fee basis. All costs will be discussed at our first meeting, which is free of charge.
50 Avonlea Road, Cheshire, Sale, M33 4HZ
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