This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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.
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
We are an independent financial adviser firm with experience in advising clients since 1992. We offer a range of services and advice on annuities, mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.
Our initial meeting is free of charge. During that meeting we will agree how you would prefer to pay us. We are happy to arrange to meet you at our offices, your home or your place of work, whichever is most convenient to you.
For mortgages we can be paid by commission, or a fee of usually £750
We are committed to providing a professional, personal service to all our clients and to form lasting relationships with them. Every client is different and we therefore ensure that our recommendations to you are tailored to your individual requirements and needs.
Roxby House, 20-22 Station Road, Sidcup, Kent, DA15 7EJ
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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.