Bedford Wealth Management
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
At Bedford Wealth our role is to make your money work harder for you. Regardless of your situation our independent advisors will look at your current financial position and work with you to help you achieve the goals that you want to. You can then relax, in the knowledge that your finances are being managed in a way that suits you.
We pride ourselves on our ability to build a strong working relationship with our clients, we do this through providing honest, straight talking advice based around your needs and requirements.
Clients like what we do as we believe in a proactive approach to management. We think this approach is the cornerstone to a sound financial future and as such, we review clients portfolios on a quarterly basis.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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