This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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 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.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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.
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.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.
Established in 2008, Fingerprint Financial Planning was set up to provide a one-stop-shop for all of your financial needs.
We combine the expertise of qualified mortgage advisers and financial planners to support all of our clients from the cradle to the grave.
Just as your fingerprint is unique to you, we provide financial planning and mortgage advice which is completely specific to you and your goals.
Our qualified mortgage advisers and financial planners have a great deal of knowledge about their clients. And whilst every client is unique, our team has a good understanding of their common aims and the concerns they have.
Over the years we’ve developed our services to deliver the greatest value to people who are:
• Professionals with families: We’re committed to your unique financial success
• Professionals approaching retirement: Helping you to achieve the retirement you want, when you want
• Business owners: Helping your business to help you
• Home buyers: Helping you to find the right mortgage for your unique needs
• Professional advisers: Working with professional advisers to meet their clients’ needs.
Just as your fingerprint will never change, we’ll never change our dedicated approach to supporting you to achieve your goals. Our clients work with us because:
1. We’re not incentivised to recommend any financial products or providers. So, we’ll always find the solution which best meets your needs.
2. Our dedicated Relationship Manager is focused on maintaining a long-term relationship with you.
3. We have a team-based approach, but our service is as individual and unique as you are.
4. We’re here to provide advice and support throughout your life. We’ll be your point of contact, your sounding board and your trusted adviser.
Fingerprint Financial Planning is registered in England & Wales, Company Number 06039623. Registered Office address: Admirals Offices, The Historic Dockyard, Chatham, Kent ME4 4TZ.
Authorised and regulated by the Financial Conduct Authority (FCA). Fingerprint Financial Planning is entered on the FCA Register under reference 481803.
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