In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
Established in 1998, we provide a friendly, personal and 'jargon-free' service. Ours is a fee based service, without obligation.
Independence and Quality are the foundations of all that we do. We strive to understand our client's needs and objectives, with a view to developing a long term relationship. All recommendations are thoroughly researched beforehand and will be objective and unbiased.
We believe in 'relationship advice'. Knowing our clients, their needs and their aspirations enables us to deliver the quality service they deserve.
We are committed to our clients and keen to be judged on the value we deliver. But don't take our word for it - here's what some of our clients say:
"Thank you for not only what you did, but the way in which you did it"; "Always professional, clear and friendly"; "your advice has been invaluable"; "I'm not only confident my concerns have all been addressed, but i'm actually very happy this is the right plan for me going forward"; "a must for everyone".
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.