Gamble Gaunt & Mole
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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 qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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 assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
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 skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Our consultants have a wealth of experience as established Independent Financial Advisers. We provide a quality service to the Yorkshire region and surrounding areas and offer face to face advice at your home or place of work. Alternatively an appointment can be made to visit our offices for a financial review.
Our Team
Andrew Kellett
Dip PFS
Contact Andrew
Mobile: <phone number hidden>
E-mail: <email address hidden>,
Jeremy Gamble
Dip PFS & Cert CII (MP)
Contact Jeremy
Mobile: <phone number hidden>
E-mail: <email address hidden>,
Richard Gaunt
Dip PFS
Contact Richard
Mobile: <phone number hidden>
E-mail: <email address hidden>,
Julian Mole
BA (Hons) Financial Services, ACIB, Cert PFS & CeMap
Contact Julian
Mobile: <phone number hidden>
E-mail: <email address hidden>
We guide clients on their financial journey through the stages of their life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve these goals. We offer whole of market advice. Talk to us about Pensions & Auto Enrolment, Savings & Investments, Life & Critical Illness Cover, Income Protection, Mortgages and Estate Planning.
-
FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
-
Telephone
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.