To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
I am a qualified Independent Financial Adviser, part of the AFH Wealth Management team. I have been working in Financial Services for over 13 years and I pride myself on ensuring my clients are at the heart of everything I do. I take the time to get to know my client and their circumstances to ensure that they are getting the right advice, taking into careful consideration their current and future objectives.
I am based in Norfolk however my client bank is distributed across the whole of the UK and I am available for telephone or Microsoft Teams / Skype appointments. Thank you for taking the time to read my profile and I look forward to hearing from you soon.
My areas of expertise include investments and pensions (both pre- and post-retirement) and inheritance tax planning. I also offer both business and personal protection services, to ensure my clients are protected if the worst were to happen.
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