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 the mortgage process and the principles of equity release.
I believe the key to being a good Independent Financial Adviser is taking the time to understand my clients' objectives and goals. I can then provide a holistic solution that best suits their situation, along with being by my clients' side throughout all stages of their financial journey. I can ensure my clients and their families are protected if the worst were to happen.
I became a Financial Adviser after seeing a lot of family and friends without one, and the effects this had on their financial wellbeing. Not having the professional guidance in place to help them make the right, financial decisions when it came to important things, such as managing their wealth, taking out the right protection and planning for retirement, became my inspiration for wanting to help others.
Thank you for taking the time to read through my profile, and please feel free to contact me if you have any further questions.
The areas I specialise in are:
• Retirement Planning - including 'pre-retirement', 'at-retirement' and 'post-retirement'
• Investment and Savings Advice
• Personal Protection & Business Protection
• Equity Release
Your home may be repossessed if you do not keep up repayments on your mortgage.
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