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.
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