Credenda
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
General IFA`s offering personal and corporate financial planning.
Life insurance - Investment Trusts, Pep`s, Portfolio management, Pensions, Permanent Health and Disability insurance etc.
Normal or reduced commission charges or fees.
Also trading as IFA direct (our challenge to the other direct operators), with the advantage of the IFA`s choice of companies in the market, to improve the best policy available and then our specially negotiated terms to improve the best polocies available we can beat all the other " Direct " operators.
We deal with our clients both face to face and remotely on a "direct" basis. we enjoy working with both private individuals and our corporate clients. while we are and will continue to be general practitioners, we have particular expertise in:
Retirement Planning, Inheritance tax planning, Business protection.
Our clients tell us that our investment charges are lower than the big national, banks and wealth managers - we believe that to be by around 50 %.
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Telephone
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Online (Live chat, video, email)
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Face to face
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