This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
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.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Since Bird Stewart Financial Services was established, our aim has been to offer the very best in Independent financial advice and service, with our clients being at the centre of everything we do.
We have continued to grow and run our day to day business with the same ethos of offering clear and effective Financial Advice consistent with positive client outcomes.
Our exceptionally high level of client loyalty has been a major source of pride for us over the years.
Pension and Retirement Planning
Life and Protection Insurance
Long Term Care
Your home may be repossessed if you do not keep up repayments on your mortgage.
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