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 helps advisers develop and demonstrate their financial planning capabilities.
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.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
Rebranded as Pilling Financial Ltd in February 2021 after trading as D & P Asset Management from 2002. Pilling Financial Ltd is one of the most established and reputable IFA firms in Morpeth. We provide a comprehensive professional service offering independent advice. We offer Lifestyle Financial Planning which links into pensions, investments, family protection and Inheritance Tax Planning. We work on a fee basis. Initial meetings are done free of charge.
We provide clear and easy to understand solutions that our clients can understand.
Face to face, phone or videolink appointments available
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