Active Insurance Services
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
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 the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
We are Independent Financial Advisers and we offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter.
We pride ourselves on offering a personal service to each and everyone of our customers.
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Telephone
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Online (Live chat, video, email)
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Face to face
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