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.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
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To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
What our clients say
Paul is a very professional advisor and I would highly recommend him. He always listens and then gives great advice.
Louise, Shropshire
He was very helpful and knowledgeable in all aspects of pension advice. I would definitely go back for any future advice if needed.
Ray, Conwy
Paul Bolton is an attentive, punctual, informed and reliable adviser who responds immediately and accurately to our needs. He is sensitive to our requirements and has provided advice that with which we are very satisfied
Brian, Cheshire
About us
We are a friendly and approachable firm specialising in providing independent financial planning solutions to both individuals and businesses.
Chester's most recommended Chartered Financial Planning firm, providing expert, trusted advice on investments, pensions and inheritance tax for 27 years.
'Harken' means to attentively listen and attend to. This is fundamental to providing financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives.
Sanlam helps people, families, businesses and charities to organise and grow their wealth to achieve the things they want in life and protect themselves against the things they don’t.
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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
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.