Carterdawes IFA Solutions Ltd
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We place great importance on treating every client in the same way, so we apply the same rigorous process to the management of your money regardless of the amount you have to invest.
Your initial consultation is at our cost and without any obligation to enable you to make sure you feel we are right for you.
It is crucial that we get to know you. We need to understand exactly what you wish to achieve with your financial plans, where you are now and where you want to get to. So we will explore aspects such as your personal details, your current financial position, your employment, your expenditure, your financial objectives, your inheritance tax status, your tolerance of risk, the purpose of your investment, your personal ethical view, your existing financial plans and any future requirements.
We can then use this information to recommend the best way for you to reach your goals.
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Telephone
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Online (Live chat, video, email)
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Face to face
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