This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.
We provide personally tailored face-to-face financial advice in an open, honest and direct fashion. Our aim is to build long term working relationships with our clients based on mutual trust, respect and understanding. We put you and your best interests at the heart of everything we do - always.
We offer a no obligation initial consultation at our expense as an opportunity for us to identify your financial planning needs.
Transferring out of a Final Salary Scheme is unlikely to be in the best interests of most people.
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