Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Quilter Financial Advisers is one of the most respected and trusted Brands in the UK advice sector. Our purpose is to help you to achieve your aspirations through expert financial planning.
Your need for financial advice and planning lasts a lifetime, and it’s my job to be there every step of the way. All your needs are covered from the first time you want to start saving for the future to planning for your ideal retirement. I believe you should feel confident about paying fees, therefore all my initial discovery meetings are without charge.
Your home may be repossessed if you do not keep up repayments on your mortgage.
• Trusts and buy to let are not regulated by the Financial Conduct Authority.
• Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
• Tax treatment varies according to individual circumstances and is subject to change
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.