Dunn Financial Management Ltd
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Dunn Financial Management Limited is an appointed representative of Vision Independent Financial Planning, an award winning Network.
Our advice is offered on a completely independent basis with no restraint or commitment to any products or providers. This allows the provision of the most appropriate advice from the whole of the market to our clients, based entirely on their individual needs whilst utilising their adviser’s extensive experience in the financial services industry.
Our business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from the Vision network as part of the service:
A committed independent financial adviser who works with you to offer transparent and tailored advice with direct access when and how you need it
Choice of the level of service you would like from us by taking the time to understand you and your individual needs
Our ethics are to work with highly trusted and professional associates
We are a people’s business and so we never lose sight of the fact that it is our clients who help to shape our company and make it the success it is today.
That is why we continually strive to ensure that our clients receive a market leading service when it comes to independent financial planning that they can really see the benefits of. Most importantly we take the time in the beginning to discuss with you your financial aspirations now and for the later years.
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Telephone
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Online (Live chat, video, email)
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Face to face
Dunn Financial Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register.
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