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.
Enough about me, let's talk about you....
• Honestly, is money hugely important or interesting to you?
I suspect not, instead, it is probably what your money can do for you that is of more relevance to you and making sure that you and your family have enough and will not run out.
• What ideas and dreams do you have for your life?
I can work with you to get a detailed understanding of your lifestyle and about the important people in your world. My service is about helping you to live the life that you want and making sure that you and your family have financial freedom and peace of mind.
• Do you know how much money you need behind you to live your dreams and keep your family safe? Do you worry about not having enough wealth to last or what would happen to you or your family if you were seriously ill or had died?
I can create a bespoke financial plan for you with a clear vision of what you want your future to look like and what you will need in place to realise your life goals.
• Do you find that your time is short with many things in work and family life taking up your time and attention? When did you last get the chance to consider your financial future, I mean truly consider where you are, where you want to be and how you will make it there?
I can work with you to provide a highly personalised and trusted financial planning service. We all accept that our lives are short, and so need to try to use our time wisely. Thus, my aim is to help make your financial future real by focusing on the things that are important to you, rather than the minutiae of markets and financial products.
• Would you like to work with a dedicated and experienced planner that will put you first as a human being?
I am in a position to take on more professionals and business owners like you and so would be delighted to speak with you - remember that life is short and you have limited time to make the most of, so please get in touch with me today and I will see how I may be able to help.
I work as an Independent Financial Adviser and so my advice to you will be unbiased. If you want to be sold a financial product or you do not want to explore and discuss what is really important to you in your life, I may not be the right adviser for you.
Although I mainly work with professionals and business owners, I do help many other people too and so if you like what I have to say and would like to talk, please do contact me.
I believe that with my experience and the team that I have behind me, I am well placed in the market to meet your financial planning needs. My advice is independent and so will be unbiased.
Ultimately the focus of my work is to do what is best for you and so I will put you at the centre of my advice as a human being. If I were to summarise the benefit of working with me, I would say that I provide peace of mind to professionals and business owners for their own financial futures and that of their family. I do work with clients from other backgrounds as well, so if you would like to speak with me, please do not hesitate to reach out.
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