This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
We are a friendly and approachable firm specialising in providing independent financial planning solutions to both individuals and businesses.
\ Portfolio Planning
\ Retriement Planning
\ Protection/Life Assurance
\ Inheritance Tax Planning
We specialise in investment, pensions and protection. We also advise on tax planning such as Capital Gains Tax and Inheritance Tax.
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