18th September 2017

Afs Limited

Independent Financial Adviser Brookdale House, 41 Clarence Road, Chesterfield, Derbyshire, S40 1LH

We can advise you on

Mortgages
- Equity release
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
Stockbroking services
- Stockbroking services
Tax & trust planning
- Taxation planning

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

David Harris

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

Chris Dey

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

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.

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CF9 - Pensions Simplification (CII)

MAQ - Mortgage Advice Qualification (CII)

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.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Where to find us

About us

We are professional independent financial advisers, giving expert impartial advice on a comprehensive range of financial planning areas.
We offer a quality personal service and aim to take the hard work out of planning, structuring and managing your financial needs. Helping you to achieve your goals.
For further information or a no obligation, confidential financial review email or call us and we will be happy to arrange an appointment.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Mortgages
- Equity release
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Business
- Group pensions
Stockbroking services
- Stockbroking services
Tax & trust planning
- Taxation planning

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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