To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Crystal Wealth is a team of ten, truly independent advisers with well over two centuries of experience between us. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West but we extend our support throughout the UK where appropriate.
My business is knowledge - I help people to make better decisions with their money.
With over a decade of experience as a Financial Services Professional I now concentrate on Pension Growth and Retirement Planning.
I give value to clients by implementing strategies to pay less tax and maximise and preserve their legacies so that they can go on to achieve their objectives particularly in their golden years. I also have expertise in Investments, Wills, Trusts, Estate Planning, Equity Release and Business Protection.
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