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 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 mortgage process and the principles of equity release.
Retirement Specialists - Providing financial advice to individuals and businesses.
We provide impartial financial planning advice to individuals and businesses across a wide of range of products. Our services include:
• Retirement planning (pre and post retirement)
• Savings and Investments
• Inheritance Tax Planning
• Personal protection (life cover, income protection etc.)
We look to maintain a long-term relationship with our clients so that we can help you plan for your future and meet your financial goals and objectives.
We have been established since 2017 and are authorised and regulated by the Financial Conduct Authority.
We have highly qualified and experienced advisers with a combined experience of over 80 years.
Your initial consultation is always free of charge and without obligation.
Specialising in retirement advice. So if you are thinking of retiring or are already retired and would like to know your options, then let us know.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.