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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Welcome to Complete Advice Services. Believe it or not, we do exactly what our name implies. For over 12 years, we have advised clients from all walks of life on a complete range of financial services - everything from Life Assurance to Investments, Mortgages, Pensions, Retirement and Tax Planning and Corporate Financial Services. From cradle to grave, and every important stage in between.
We thrive on reputation and on recommendation and pride ourselves on our level of service – see what some of our clients have to say. Whatever advice you need, we’re always here to help
We offer a complete range of financial advice, covering every aspect of your life. We can advise on one specific area of your financial planning, or we can look at the whole of your life, your family, your plans and your aspirations to ensure that everything you have in place fits together to provide the future that you are hoping for.
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.