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 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.
Gale and Phillipson is an independent whole-of-market financial planning and investment management firm. This means when we give financial and investment advice we consider all the options open to you - not just a favoured few. Our team includes experts from investment management, financial planning, actuarial and legal backgrounds
We provide a wide range of financial planning services to help you manage your financial affairs to meet your life objectives, including:
* Savings and investments planning
* Protection planning
* Tax planning
* Estate and Inheritance Tax planning
* Retirement and pension planning.
We provide ongoing investment management services. These help you ensure your investments achieve tax efficiency, appropriate sector allocation and risk profile, appropriate liquidity and term, competitive levels of charge and efficient administration.
We also have a whole of market cash management service to make managing your cash much easier.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.