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 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.
I am a self-employed Financial Planning Consultant based in Croydon with the national firm Quilter Financial Advisers.
Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. 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.
I am committed to helping individuals and business owners, achieve their financial aims, by providing advice on Pensions, Investments, Mortgages, Insurances, Wills and Inheritance Tax Planning.
I offer a FREE initial no obligation consultation to discuss your needs and objectives. I then leave it entirely up to you to decide whether you wish to proceed after our initial meeting.
I pride myself on being friendly and approachable. This enables me to develop a good rapport with my clients to build long-lasting relationships. I endeavor to operate in a jargon free environment to help my clients better understand their finances.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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