To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Certificate in Equity Release
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Your need for financial advice and planning lasts a lifetime, and it’s my job to be there every step of the way. All your needs are covered from the first time you want to start saving for the future to planning for your ideal retirement.
I offer tailored financial advice with exceptional service. We do that by:
-personalising advice to suit your unique needs
-explaining complex issues in a way that’s easy to understand
-giving you friendly, local support whenever you need it
-providing ongoing help, personalised for you.
Where to find us
Head office address: Wyndham St, Bryncae, Llanharan, CF72 9RY
Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you.
You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below:
Call: <phone number hidden>
Email: <email address hidden>
Visit: <url hidden>
The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
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