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
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fields MacDonald offers a bespoke financial planning service. With Qualified, independent financial advisers with more than 50 years combined experience. We have access to the most up to date technology to ensure we provide peace of mind that your financial future in more secure as a result of working with us.
Our services include:
• Investment Planning
• Inheritance Tax Planning
• Wealth Preservation and Intergenerational Planning
• Pre and Post-Retirement Planning
• Protection Planning, including Life Insurance and Private Medical Insurance
With the recent changes to pension legislation, it has never been more important to get good quality advice in order to maximise your tax efficient savings allowances.
We build long terms lasting relationships with our clients helping to provide peace of mind and financial security.
We believe that quality professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.
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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.