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
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are a privately owned business, founded by passionate individuals with client-centric principles. We are driven to be a force for good, for you -our clients, unravelling the complex world of financial planning to give you straightforward advice. We want to empower you to achieve your goals. We do not have any shareholders, no vested interests, no distractions. Just one aim – to deliver the right outcomes for our clients.
Our services cover the full spectrum of financial services including;
-Investing for the future - ISA, GIA, Investment Bonds, VCT, EIS
-Planning for retirement - Pension consolidation and new plans
-Protecting you and your loved ones - Life, critical illness and income protection
-Long term care and equity release
-Estate planning - IHT Reduction
-Portfolio review service - Free MOT comparison with existing portfolio
-Tracking lost pensions - Get all the information
- Whole of market Mortgage Advice
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