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.
Our business provides a modern financial planning service that places you centre stage in the process, with independent advice.
I have come to believe that many of the problems people face today can be understanding things such as;
- 'How much money do I need?'
- 'How long will my money last?'
- 'What do I do with my pensions?'
- 'When could I afford to step off the gas and enjoy life more?'
- 'What risk do I invest in and are my funds performing well?'
- 'How can I save tax on my money/ estate?'
- 'How can I provide for my loved ones if I had been seriously unwell, or worse, had died early?'
This list is not exhaustive.
I aim to work with you to get clarity and peace of mind for exactly what you can do, and the best way to do it. I am passionate and inspired to help people understand what is the best financial plan for them personally.
I create stress-tested financial plans that provide clarity and simplicity. I do this through;
1. Building a professional relationship with you.
2. Researching and analysing your options.
3. Constructing solutions aiming for the outcome you want.
I can work with you on an ongoing basis to provide reviews, with the aim of attaining your goals.
I work with a range of clients - business owners, families, young professionals and people in, or near to, retirement.
I believe that doing nothing is not an option for people - financial problems don't generally just disappear.
If anything I have said resonates with you, I may be the adviser who can help - so don't delay, get in touch.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Continuum is a trading name of Continuum (Financial Services) LLP. Our head office address is: Falcon House, Eagle Road, Langage, Plymouth, PL7 5JY. Registered in England and Wales. OC393363. Continuum (Financial Services) LLP is a Limited Liability Partnership.
We are a business that is authorised and regulated by the Financial Conduct Authority (FCA). For your reference our FCA registration number is 802331.
The value of investments can fall as well as rise and you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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