Wealth Of Advice Ltd
This exam accesses understanding of the financial services and their regulation.
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 the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
This examination assesses a knowledge and understanding of financial protection plans.
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 industry including regulation and legislation.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
Financial planning isn’t just for the mega rich and famous. Since 2011, Wealth of Advice have been helping hard-working people confidently retire – earlier and happier than they expected. We know how big a decision that is. Our clients have grafted for decades to build their retirement pot – they’re not about to be ripped off now. So we don’t try to woo clients with fancy fish tanks, gold-foiled brochures and outlandish promises. The only promise we make is that our advice and service will be so good, that in a few years time they’ll be recommending us to their friends.
As completely independent financial planners, our clients benefit from us being able to offer advice on all financial products and services available across the entire market place.
We're honest about our fees - we always agree our charges upfront, disclosing them to you in a clear and transparent way.
Most of all, we work hard for those who've worked hard. Our goal is to keep on grafting, so you don't have to.
We offer financial planning in a range of different areas, including pensions / retirement planning, investment, protection and estate planning.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Wealth of Advice Ltd is authorised and regulated by the Financial Conduct Authority. You can find us on FCA Register reference number 563909.
Wealth of Advice Ltd is a company registered in England & Wales Company No. 07709624
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