To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. As part of the Retail Distribution Review which comes into effect in 2013 they will have also been required to demonstrate their knowledge is up to date, this process is known as Gap Fill. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FSA Accredited Body.
We have a highly qualified team of Independent Financial Advisers based throughout Southampton, Hampshire and Sussex
We specialise in pensions and investments but above all we are financial planners. This means we’ll take time to understand your personal financial goals, as well as the challenges you face. We’ll then recommend a suitable strategy, which we will explain clearly, we promise not to use jargon! The strategy will then be reviewed on a regular basis and where necessary changed, to make sure you stay on track to meet your financial goals.
Our advisers are highly qualified, well above the minimum level required to act as a financial adviser. We are also one of the few firms authorised to advise on the transfer of Final Salary pension schemes. Adviser qualifications are supplemented by on-going professional development, which means we have the in-depth, up to date knowledge, to advise our clients.
We have a dedicated team sat behind our advisers, to ensure your financial affairs are administered in an efficient way. Again, we know what we are good at, which is why our advisers provide the advice and our administrative team make it happen.
Following recent Government advice on the Covid-19 outbreak, our advisers and back office team are all working remotely. This means we can give you the same great service from the comfort of your own home.
We take pride in the number of client referrals we receive. Every client at Choice will deal with one Adviser. They will take time to understand your requirements and will tailor a level of service to you, ensuring your financial planning needs are always being addressed.
We recommend an initial meeting to find out more about what you are looking to achieve and we will tell you more about how we may be able to help and which level of service will be most appropriate. This meeting will last up to an hour and is provided free of charge.
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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.