To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
CF6 - Certificate in Mortgage Advice (CII)
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.
What our clients say
I have entrusted my financial investments to Philip Dales since 2008 and despite the current state of the financial markets, have been delighted to see an appreciable return over the past few years. I consider Philip to be an astute young man with a wealth of financial experience and knowledge. I would not hesitate to recommend him as an excellent financial adviser
DALES, conducted themselves in a very professional yet friendly manner offering tailored advice regarding our pension annuities - they always kept us well informed by communicating with us on a regular basis - we would have no hesitation in recommending them to our close family and friends. Thank you once again.
In uncertain economic times, we were looking for a way to maintain our lifestyles should anything happen to us or with our current employment situation. DALES were essential in not only guiding us to the best solution, but also ensuring that the application process was handled smoothly.
This was the first time we used DALES Independent Financial Advisers services and we are more than satisfied with all the help we received. The advice we got from Philip and the support from Nikki was outstanding. We would recommend it to our friends and family, thank you once again.
Bea and Peter
Bea & Peter, Newark
We are a local Independent Financial Advisor, with offices just off Market Square in Newark town centre. Within easy walking distance of all the major car parks. We help you navigate the minefield of financial advice and achieve the financial goals you set yourself. We are expert financial advisors with 18 years of experience in all aspect of financial planning, including Pensions, Investments, Savings, ISA's, Protection and Mortgages. Call us today for your free initial consultation.
Pensions, Income Drawdown & Flexi Access, Investments, ISA's, Savings, Protection and Mortgages
Where to find us
Head office address: Queens Head Chambers, 42 Kirk Gate, Newark, Nottinghamshire, NG24 1AB
We can help if you need trusted advice on pension transfers, investing your money, making the right retirement decisions and planning your financial future.
We offer a free, no-obligation initial meeting so you can see if our service is right for you.
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
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