This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
We pride ourselves on "going the extra mile" in providing our clients with first class service.
"To have ZERO customer compliants in 35 years must be a WORLD record!
That's why over 100 customers have rated First Option with a 5 STAR ***** rating
Just give us a call, there's no obligation!
Bob Windust is the principal adviser with over 35 years experience in helping clients make the right financial decisions regarding their retirement and investment needs.
With over 100 (verified) client reviews all giving a rating of 5.00 out of 5 on <url hidden>
We help you make sense of all the jargon and ensure you make the correct financial decisions that will stand the test of not only time but more importantly, your financial needs that may change over the years.
55 Merthyr Road, Tongwynlais, South Glamorgan, Cardiff, CF15 7LG
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