Advisory Services
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 examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime 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.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
Advisory Services is a long established partnership and has been offering detailed personal financial planning for over 30 years.
We specialise in Mortgages, Pensions and Retirement Options, collective Investments, and Life Assurance.
We also advise many small to medium sized businesses.
As a new client, we would start with a careful review of your current financial position, discussing your goals and ambitions, and our aim is to help you achieve these.
Please call Trevor Paginton who will be pleased to discuss your requirements further.
Mortgages,Remortgages and Buy to Lets.
Retirement Planning, Annuities and Open Market Options.
Retirement Planning Income Drawdown
Collective Investments, ISA`s and personal finance.
Portfolio Building and cregular client reviews.
Will Writing
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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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