This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
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 UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
Award-winning Advice to help you Plan your Future. Our experts offer quality and friendly advice on life assurance, pensions, savings, investments, tax planning, estate planning, etc.
We describe ourselves as ‘Financial Architects’.
We help you design and create your future financial home and only then do we look for the right financial furniture to finish it with. We work together as part of a lifetime relationship to keep your financial home maintained and in good order and redesigned or refurnished when required.
Most financial advisers will be focussed on what products they can arrange for you or getting your funds under management with them. Our priority starts with you and what you wish to achieve, which may not even involve a product – you might just need good, sound financial advice with some ‘out of the box’ thinking.
Our advisers have unique credentials:
Twice Awarded ‘IFA of the Year’ (Planned Savings 1995 & Financial Adviser 2003) and rated as Evening Standard ‘Best IFA in the Capital’ 1998.
Regular contributors to various newspapers, magazines, radio and TV.
Our Managing Director, Bhupinder Anand, is also a renowned international speaker, and author training other financial advisers all around the globe.
Great financial planning isn't about products but strong relationships. We enjoy lifelong relationships with clients seeking creativity in their planning. We’re not the cheapest, but the value we deliver is immense, recognised through our awards.
We bring clarity to your financial planning through our unique Wealth Architecture™ Process, cutting through jargon to simplify complex matters, leaving you feeling with a strong sense of direction.
Our Legacy-Maximiser™ strategy enhances what you leave after death often using GUARANTEED products.
The first meeting is at our expense (including special offers). Call now and experience what truly creative financial planning can do for you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.