This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
Ethical Money - after many years in the industry we have made the conscious decision to follow a more ethical path by finding and recommending investments that do not contribute to a decline in society or the environment.
The world needs change.
The investments we use are cleaning up the indices by avoiding unwanted sectors like weapons and gambling and only choosing companies with a high ESG (Ethical, Social, Governance) score.
Ethically screened investments are growing in popularity and many are now performing as well as or even better than non-screened alternatives and some are also cheaper to run meaning lower charges to you.
Because not all situations have an ethical solution we maintain our independent status and are able to recommend the most appropriate available solution for most circumstances.
Three things we do really well:
1/ Ethical investing - we help you grow your wealth while having a positive impact on the world. A noble pursuit.
2/ Business Protection - Key Person, Shareholder, Executive Income Protection, Relevant Life - All to ensure your business isn't exposed and vulnerable.
3/ Taking good care of our clients
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.