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.
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 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.
Barker Sutcliffe & Associates Ltd was founded by Paul Barker and Graham Sutcliffe following the natural progression of many years experience as Independent Financial Advisers.
Our specialism is to provide Bespoke Financial Planning Solutions to busy professionals.
Barker Sutcliffe & Associates Ltd aims to give
• Impartial advice to both private and business clients
• Does not believe in pressure selling and that clients are ‘for life’
• Do not charge a fee for an initial consultation
• Design Bespoke Financial Planning Solutions for each individual/company
Barker Sutcliffe & Associates Ltd believes that professionalism, honesty and integrity are the cornerstones of all business dealings.
Investments
Pensions
Portfolio Planning
Inheritance Tax Planning
Savings
Taxation
Life Assurance
Income Protection
Long Term Care Planning
Mortgage Advice
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