To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
We cover all aspects of financial planning for people from all walks of life.
We want to help you make the very most of your money. We do this by helping you maximise your potential opportunities; and minimise any wastage.
We'll work with you throughout our very client focused 'Advice Process' to help you decide and choose according to your attitudes, abilities and best interests.
Whatever you want to do, we can help you do it in the best possible way.
Talk to us for sound advice and unbiased help
We provide a very personal and bespoke service to our clients. We are a small individual business who look after people on an individaul, caring basis.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.