The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
PERSONAL FINANCIAL ADVICE
We guide people towards a better understanding of their financial situation and personal options, before recommending the right plan to facilitate the achievement of their goals. We act with integrity and care, to understand the long term financial goals and provide a recommendation that’s tailored to ones needs.
• PENSIONS: We strive to understand your particular situation and future goals to better assist in planning your retirement through detailed research and personalised cash flow modelling.
• INVESTMENTS: We provide robust advice across a range of tax efficient investments, enabling you to meet and succeed your future aspirations and goals.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
While unbiased.co.uk endeavours to verify the information
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.