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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning.
With over 30,000 products available from the whole of the financial marketplace, our advisers can ensure you gain unbiased access to not only the cheapest but also the highest quality products available.
Our advisers can help you to build your very own personal strategic financial plan, to ensure your vision for the future becomes a reality.
Our aim is simple - to help you achieve your goals in life. Abacus, your Independent Financial Planning Partner for life.
Truly independent advice from a fully qualified Independent Financial Adviser.
Support from one of the UK’s leading national independent IFA firms which is regulated by the Financial Conduct Authority.
A commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review.
To feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.
46 Adcott Road, Acklam, Middlesbrough, North Yorkshire, TS5 7ES
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