Elmfield Financial Planning Limited
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Elmfield Financial Planning Ltd has over 50 years combined experience in financial services. We are experienced in supporting families, individuals, SMEs and professionals with clear advice on the options available to them to best achieve their financial objectives. We work with a number of Accountants and Solicitors who need the specialist advice of Financial Planners to maximise the support they offer their clients.
Elmfield Financial Planning Ltd are distinct in that our client base is varied and we are pleased to be able to apply our knowledge and expertise to such a variety of circumstances
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Telephone
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Online (Live chat, video, email)
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Face to face
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