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.
What our clients say
"Twenty years ago, with retirement and planning particularly in mind and getting closer, I decided to seek an accessible regional Financial Adviser, rather than continue with a London based consultancy near where I worked, which didn’t always have continuity of individual advisers. Thus, following recommendations, l interviewed and subsequently appointed FAS, and most certainly have not been disappointed. The have steered me well, and I could not have assembled such a balanced pension and investment portfolio, with regular reviews, without FAS’s route map and support.
Prudent risk sensitive personal financial advice with the awareness of relevant up to date legal opportunities, are key qualities. This is an art, as much as a science, which is only derived by being in that market place all day and every day. The FAS consultants at most definitely fit such a role admirably and successfully. Importantly they are very conscious of success planning for client services as much as their business. Accordingly FAS now not only advises me, but my family and ex-business partners on a variety of financial matters ranging from pension and business planning, mortgages to investments generally as appropriate, with confidence and commitment… and I could not ask for better ‘peace of mind’. I find FAS professional, discrete, personable, available and well on top of their specialist field with an excellent back up support. Accordingly, I have no hesitation in recommending FAS.”
Mr C,, Saltwood
We have always had a family business and at a time when we should have been looking after income and planning for our future we were too busy and the future seemed a long way off. It’s a difficult exercise laying bare every detail of your financial affairs and assets, choosing suitable investments and planning for reduced tax liabilities; not something that the average person spends much time on! Aaron made it easy. Nothing was done in a rush. He spent time getting to know us and our affairs, gradually making changes and ensuring that we understood any plans he had for us.Now, 20 years on, FAS looks after our entire extended family, dealing with every aspect of our business and private investments, keeping us abreast of changes in legislation and making sure that we pass on a useful legacy.”
Mr R, Business Owner, Sussex
FAS! They are part of the family.
It all began about 24 years ago at a chance meeting regarding the reinvestment of a matured policy.
We now rely on their expert up to date knowledge and sound advice for everything financial. They have organised investments, insurances, pensions, trusts and inheritance tax planning in such a way that we have been relieved of all cares or worries. Plans are in place not only for our future retirement, but for the futures of our children and grandchildren.
Our regular consultations and reviews are conveniently held in our own home, everything explained and documented in a user-friendly way. All we have to do is supply the coffee, cake and signatures (and of course the money!).”
Mrs L, Business Owner, Windsor
"Based upon a very positive recommendation from my Accountant, I contacted FAS to discuss and develop a personal retirement plan. Part of my requirements was to conduct a review of my existing pension funds in order to identify the most cost effective and beneficial way to manage and consolidate them in to any new plan. As a result of experiencing a very friendly and impressive service, I extended our discussions to further include Life Assurance, Death in Service Protection, Income Protection and Private Health Insurance. My employer was an international company which generated certain difficulties however, the professional staff at FAS dealt directly with them to develop a smooth working relationship with the sole aim to protect my own personal interests.”
Mr H, Canterbury
"I have known FAS for twenty years and have complete confidence in their competence and commitment to looking after my financial affairs. Knowing that my family’s pensions, savings and investments are in their hands means that I have one less thing to worry about"
Mr D, Solicitor, Hythe
“I have always found that FAS provides responsive, straightforward and sound advice. It is helpful to have an accessible financial adviser who can address a variety of issues: investments, mortgages and pensions in particular. I strongly recommend them”.
Mr M, Barrister, London
Having been established for over 27 years in the Folkestone & Hythe area, we have developed the reputation of being a friendly, professional and ethical firm of Independent Financial Advisers.
We are well respected by clients, business owners and fellow professionals in London and throughout the South East, who rely on us to provide quality financial advice with an exceptional level of service.
We take pride in offering our clients unbiased quality advice that is supported by a high level of personal service, tantamount to what you would expect to receive from any professional practice.
Through working closely with accountants and solicitors over the years, a large number of clients have been introduced to Financial Advice & Services Ltd and it is testimony to the high regard and trust in which our company is held that we continue to receive so many introductions from fellow professionals. This opinion is also upheld by existing clients who frequently recommend us to family members, friends and colleagues.
We consider ourselves fortunate to have a diverse client bank and continue to advise clients in all walks of life. Although based in Folkestone, our clients are widespread with many living throughout the UK.
We take the necessary time to really get to know our clients. It's not about products or providers, its all about the quality of the advice we give you. Our advice is ethical and unbiased, tailored to meet your every need.
Our Advisers are not only highly qualified but have years of relevant experience within our industry, which is acknowledged and well respected by everyone we have dealings with.
As a client, you can be confident that the advice and service you receive will be of the highest quality. Rest assured, you will always be in safe hands with us.
Where to find us
Head office address: Sterling House, Concept Court, Shearway Business Park, Folkestone, CT19 4RG
My role is to help my clients navigate the financial landscape without barriers or needless jargon. I believe in holistic advice, that is easy to access, and in building a long term financial plan that the client trusts and believes in.
Forward Plan IFA Ltd – independent financial advice for you, your family and your business.
We have adapted our working practices so we can continue to advise clients through the pandemic and offer online meetings rather than face to face.
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