Chadwick Financial Management
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 the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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 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 the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Chadwick Financial Management, established in 1987, are authorised with the FCA as a trading style of Yorke Finance Ltd. One of the Vouched For UK Top Rated IFA in 2019; 2020 and 2021 Karen Cooper is accredited Later Life Adviser and Equity release specialist and a member of the Equity Release Council and Later Life Academy and a UK Top Rated rated adviser on Vouched For. Karen has worked with Sylvia Read since 2006 and works from her home in Tiverton and also offers specialist Equity Release and Later Life Advice. Callum Pye recently joined the team, offering all aspects of financial advice and equity release specialism. Tanith is our Admin Manager who also advised on Mortgages, protection & Equity Release. We pride ourselves on our long standing clients and reputation and offer local trust advice. We use market leading technology and online investment tools, enabling us to reach clients nationwide too. We work with local like-minded businesses and clients best interests are the focus of our firm.
All costs will be discussed at your first meeting and the initial meeting will be at our expense.
We have over 35 years experience in providing local and professional independent advice in Dartmouth and thoughout the South Hams and Tiverton and nationwide. Specialising in Later Life Advice but also offering Local Trusted Advice and have a long standing client bank and reputation we are proud of. We use the latest technology to offer our clients a suite of online services, secure client sites, real time valuation for their portfolios; online investments but also face to face advice if preferred too. High Street premises in Dartmouth for over 35 years
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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