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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
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.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
As a large Chartered practice, we are considered to be amongst the top 10% of financial advisory firms in the country, but our commitment to excellence doesn’t stop there.
Put simply, our top priority is to ensure you receive the best financial advice possible. That’s why our advisers have a wide range of both generalised and specialist professional qualifications, with many having achieved (or on course to achieve) individual Chartered Status. Alongside the technical proficiency, we also require our advisers to have extensive real-world industry experience and an impeccable track record for upholding high standards of ethical behaviour.
Our local adviser based in Rotherham is Andrew Broadhurst, with 25 years experience in financial services he is fully qualified to give independent advice across all key areas of financial planning.
Whether it's pensions, income protection, life cover or investment advice you're looking for, Andrew will endeavour to find the best solution to fit your unique requirements and circumstances.
That's why he offers prospective clients a free initial consultation, so that he can fully understand your goals and objectives, and make sure you're completely happy with his recommendations.
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