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 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
We are a local financial advice firm based in the market town of Otley.
We've been based right in the heart of Otley since 1991, where we've always been part of the local community. We remain committed to helping residents with their financial planning and offering the personalised, caring service we know our clients value.
We practice whole-of-life financial planning. That means we get to know you, understand what your long-term goals are, support you throughout your life as it inevitably changes, and invest in your future just as you do.
We know finances can be complex, stressful and frustrating, So we'll interpret the jargon for you, explain what options you have and how each will impact on you achieving your goals.
We offer a professional financial planning service covering pensions, investments, insurance, long term care and estate planning advice.
We're proud to hold the prestigious Pension Transfer Gold Standard. That means we've been recognised as adhering to a strict voluntary code of good practice covering advice on pension transfers.
We take our responsibility to your money very seriously. Afterall, your money is your gateway to being able to lead the life you want.
We purposely keep our business small and personalised which means we'll always make time for you and remember the things that are important to you. But we also have the full support of a large network; Quilter Financial Planning. As a client, you benefit from robust compliance oversight, the latest products and technical support.
We also have refreshing approach to fees, charging fees based on an hourly rate. Why not take advantage of our free initial meeting to discuss your financial plan and find out more?
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The value of the investment and the income they produce can go down as well as up. You may not get back as much as you put in.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
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.