In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
With over 30 years of experience giving clients financial advice, Chestnut Financial Services is a family-run office. We are friendly and reliable and work hard to search out the best deal from across the market that is ideal for our clients. We see through all our advice; from getting to know you, putting things in place, and staying in touch to keep you up to date. We pride ourselves on our face-to-face service. We provide clear and understandable advice. All our services are fully regulated and we always aim to meet or improve on the highest professional standards, so you can rest assured that we have the depth of experience and knowledge to provide our services for the long term. For great advice choose Chestnut Financial Services and speak to Ian Francis.
Trying to understand what the full range of financial products are, never mind spending hours talking about and applying for different deals with different providers, is massively frustrating.
Even then, you can be left paying out for something that is unsuited for you and, realistically, costs more than it needs to.
Imagine having a friendly adviser that takes all that time and frustration away from you, gives you the right advice and talks to lenders, investment companies, and pension providers to get the right deal for you. That's what Chestnut Financial Services does really well; it provides fantastic service when you want it most.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Chestnut Financial Services Limited is authorised and regulated by the Financial Conduct Authority
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