White Horse FS
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This exam accesses understanding of the financial services and their regulation.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.
Whether working for private clients or alongside accountants and solicitors for business and trustees, with over 30 years experience, I provide bespoke financial planning, and "Treating people fairly" is at the heart of what I do.
I like to work with mature clients who appreciate that good advice and financial planning is not all about "the money" but about meeting their goals and aspirations - both in terms of their own lifestyle and planning for those that they will one day leave behind.
My clients enjoy having a long-term relationship with an adviser who takes the time to understand them and their financial goals.
Located in Chislehurst, Kent, most of my clients are drawn from the local areas of Keston, Bromley, Petts Wood, Orpington, Blackheath and Bexley as well as Chislehurst itself.
With first-hand experience of the funding issues surrounding residential care, I work with clients and their families to research the best ways to meet the fees payable to private homes to ensure that the money will not run out.
Explaining the benefits and pitfalls of Pension freedoms - Drawdown, Annuities etc. making sure you make the right decision.
Helping you manage your inheritance or existing investment portfolio for whatever reason you have in mind.
Effective Inheritance Tax planning, including making full use of all the various allowances available so you can pass on your wealth to your friends and family.
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