This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.
As Independent Financial Advisers, Anne Wray can provide advice on products from across the whole market including ethical and socially responsible investments. It is only with access to such choice that we can recommend the most appropriate product for each of our clients.
Our approach involves listening carefully to each client’s needs, considering their desired lifestyle, then offering no- jargon solutions appropriate to their personal circumstances.
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.