Clara Wealth Management
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, mortgage products, repayment options and the giving of mortgage advice.
We are independent financial advisors. We work for you and only you with to create solutions that are based on your individual goals. You may also be pleasantly surprised by the value offered by our solutions.
Our areas of expertise focus particularly on retirement and investment planning. We are firm advocates of ‘evidence-based investing’ and create robust, sustainable pension withdrawal strategies.
We have a niche in non-dom and expat planning and also advise on insurance, business protection, and home finance.
-
FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Clara Wealth Management Limited is an Appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) under Reference Number 197107. Clara Wealth FCA number: 923344.
Similar advisers near you
Legal information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.