This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Douglas Steers & Company was set up in 1994 so has now been advising for over 27 years, David Steers’ origins go back to February 1987 when he started as a Trainee Consultant for a local brokers.
We have been in our current offices for 12 years and have recently acquired more office space to have more dedicated Covid safe and secure meeting rooms.
Our specialty is pension related planning which also includes various types of collective investments, specialising in At Retirement Planning, whether that be flexi-drawdown or annuity purchase and how you can use assets you have accumulated to ensure and maintain a secure and comfortable retirement. We first advised on drawdown contracts way back in 1995, in those days drawdown was a very different arrangement and more restrictive, however the gentleman involved with that arrangement still has the contract in place and remains one of our most valued clients.
Over the years the business has changed, back in the early 1990’s we provided a full range of services but have slowly moved to more specialist advice around pensions and investment planning.
Our speciality is investment and pension related planning, in particular reviewing existing arrangements ultimately leading towards Drawdown.
We are independent which means we work for our clients' interests, allowing us to act throughout the whole of market. We take a personalised, bigger picture approach, ensuring we are able to accurately understand your lifestyle, your objectives, values, aspirations and any concerns you may have. We work closely with you to develop a bespoke service catered to your needs, incorporating all aspects of your lifestyle and ultimately achieving your financial goals.
Directly Authorised by the Financial Conduct Authority ( FCA )
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