To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
I am an independent financial adviser, specialising in solving clients' problems. I have special expertise in investments, retirement, mortgages, equity release and long term care. I can handle any type of client and product request. The process is flexible, and we can go at your speed.
I listen to my clients, and solve their particular problems. Everyone has their unique circumstances, whether it is family issues, health problems, debt or complicated circumstances. I am happy to have a free confidential chat to understand your situation before you commit to anything
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.