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.
D & P Asset Management ltd was formed by 2 Directorrs with over 40 years of experience between them. We provide a comprehensive professional service offering independent advice on a variety of products including, pensions, mortgages, investments, ISA's and IHT. We work on a fee or commission basis. All costs will be discussed at our first meeting, the cost of which will be absorbed by us.
We provide clear and easy to understand solutions that our clients can understand.
11 Market Place, Morpeth, Northumberland, NE61 1HG
While unbiased.co.uk endeavours to verify the information
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.