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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 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 qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
With over 10 years experience we can assist with all aspects of financial planning for private & corporate clients along with trustees and charities.
Warren Wealth Limited specialises in personalised Whole of Market Independent Financial Advice.
We manage our client’s financial affairs whilst building lasting long-term relationships. Providing independent financial advice for clients throughout Solihull, Warwickshire, The Cotswolds and Surrounding areas.
We’re independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole market.
At the heart of what we do is helping you achieve the lifestyle you want for you and your family now and in the future.
We understand that the key to a long-term financial planning relationship is based on honest, truly independent advice, explained in a clear jargon-free manner
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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.