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 Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Tending to your finances is the best way to protect what you have and give the best opportunity to your family and loved ones. As an independent financial adviser I can help you plan your finances.
My recommendations are impartial and selected from suitable products from the whole of the market. I'll spend time talking to you and asking questions to really understand what you want to achieve financially in the future. My first face-to-to-face meeting with you is at my expense.
We provide financial planning for your investments and pensions.
With so many financial products and solutions available on the market today and the ever increasing needs of clients it is important for you to know exactly what service we provide, how our on-going relationship will work and importantly how much our services will cost. Therefore at our initial meeting, which is free-of-charge, I will take you through our Value and Proposition document which will explain all of these things and allow you to choose how you work with us.
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.