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 financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
We provide a lower cost investment process as we invest directly into companies. This saves in fund manager costs.
We guarantee to give you the best advice.
We are qualified to a very high level and have the experience to know what is the best course of action based for your views and circumstances.
We deal with all financial planning needs, like protecting the family in the event of death or illness with financial back up plans, and advising on the best investments.
We look after your financial plans on a six monthly basis to ensure you remain on track to achieve your financial aims.
Please contact us to have a no obligation review, at our expense. You will be pleased you made the contact and we are confident that we have a unique approach to investments.
We provide holistic financial planning in an understandable way, investing time with the person to fully understand their views and aims over the short, medium and long term. Regular reviews can take place if required, to ensure your circumstances and your views are still in line with what you want to achieve with your financial planning aims. We use a unique investment approach in the use of direct investments, which reduces the costs of investing to 0.6% as opposed to 1.9% with the average fund management company.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.