Worldwide Financial Planning Ltd
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
This examination assesses a knowledge and understanding of financial protection plans.
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.
We are an FT award winning specialist independent financial adviser, advising you on all aspects of financial planning, including commercial finance, mortgages, inheritance tax, investment, equity release, long term care and pensions.
Our sixteen FT awards show our dedication to ensuring outstanding advice.
When you call, we’ll appoint you with your own personal independent financial adviser, to find out how we can help you.
No matter what your requirements or circumstances are, your independent financial adviser will listen to you in confidence and in detail.
Your adviser will then research every option in the marketplace to find the very best solution for you.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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