Wright, Johnston & Mackenzie LLP
This examination assesses the candidate to develop in depth financial planning skills related to business.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.
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 assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
WJM is a full service law firm with an in house wealth planning team. We pride ourselves on providing joined up advice to clients and our wealth planning team works closely with legal colleagues to look after our clients' legal, tax and financial affairs under one roof.
We advise individuals, businesses, trusts and charities, providing a bespoke plan to help you achieve your goals. Your plan is individually tailored to your specific circumstances, and reviewed and developed on an ongoing basis.
Your plan will generally cover promoting, protecting, and passing on your wealth:- to grow your wealth in line with your objectives to provide income, capital growth or a mixture of the two; to shelter your wealth from tax liabilities by using tax-efficient structures and other legal routes such as Trusts; and help plan for your wealth to pass on to your chosen beneficiaries.
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