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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
At Aventur Wealth we are privileged to have a small, boutique company that provides bespoke services designed around the client. This is how we believe a financial advisory company should be.
We provide a free online system for our clients to log in to via our website and our online app. This allows them to see their portfolio at anytime, 24/7. Their appointed adviser/relationship manager is then on hand, again, pretty much at anytime should they wish to discuss anything or have a visit/phone call. There is no fee for meetings, any communication and so on.
As standard we then review our client’s attitude to risk on a 6 monthly basis, electronically via email, and this feeds back in to our system. If anything is noted that needs to be discussed we then contact the client to discuss this further.
We work with a range of clients, from individuals to whole businesses. You do not need to have a minimum salary or minimum amount of money saved. If you have a financial goal that you'd like help with, we want to hear from you!
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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.