This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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 exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
As a “Whole of Market” IFA Mike is not tied to any provider and he can advise on products from all financial institutions. Mike's aim is to develop long term relationships with his clients enabling him to provide accurate financial advice, and to adjust the financial planning to maximise changes in legislation and client circumstances. Mike will continue to support you with regular reviews and adapt your strategy as markets and financial legislation change, to ensure your financial aspirations are achieved.
A truly Independent Financial Adviser Mike is not tied to any providers enabling him to find the best value products and services matched perfectly to your needs.
With over 25 years’ experience in financial services Mike is well positioned to advise you on every aspect of your finances, with special expertise in group and personal pensions, investments, business and personal protection.
27 Kennett Gardens, Abbeymead, Gloucester, Glos, GL4 5TZ
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