Furnley House
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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
Furnley House offers trustworthy investment advice, financial planning and management for you, your family and your business. Our expertly qualified and regulated financial advisers:-
• Take time to fully understand your current situation and your life goals
• Search the entire market without prejudice or restriction
• Clearly and honestly explain your options
• Take personal responsibility for helping you to secure the life you want to live.
Because each member of the Furnley House team has seen at close hand the hardship caused by a lack of ethical financial advice, we take our commitment to achieving your life goals personally.
We don’t sell financial products, but aim to foster a lifelong partnership with you and successive generations of your family, from your first mortgage or workplace pension, to offering help and advice when planning care in later life.
Our team are young enough to be with you for the long-term and experienced enough to deliver on our promises to help you to achieve the life you want to live – now and in the future – whatever it might hold.
Our team at Furnley House does not focus on quick wins or exit plans. We are intent on proving that sound ethics can deliver success for clients over the longer term.
We continuously seek the latest knowledge and highest levels of accreditation in our areas of expertise. We distance ourselves from outmoded and discredited practices to offer fully independent, unbiased advice untainted by commercial considerations.
Our aim is to become widely acknowledged, trusted and recommended as the ethical, honest, caring face of financial advice. We can only achieve this if we deliver on our promises to you personally.
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