Acumen Investment and Pension Solutions
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
Acumen Investment & Pension Solutions have their head office in Darlington and deal with clients throughout the UK. Our team have all worked within financial services for around 30 years so bring a huge amount of experience to benefit our clients.
We provide advice across a wide range of services including investments, pensions, savings, estate planning and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and implementing tailored financial plans to address those needs.
We help clients with their own investment and pension planning needs in an easy to understand manner without the use of jargon. Typically clients have accumulated various pensions over many years and if suitable, we can consolidate them onto a platform making valuations easier to access.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice
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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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