Halcyon Wealth Management Ltd
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Halcyon Wealth Management Ltd are based in the Tyne Valley and look after clients financial needs across the North East of England.
We have over 60 years of experience in helping clients achieve financial goals and believe that by having a servicing agreement in place we commit ourselves to helping clients to achieve their objectives.
We really aim to help our clients by listening to their needs working with them to set up, implement and monitor a financial strategy to meet their initial and ongoing financial objectives. All of this is done by providing a friendly and impartial service. Many of our clients come back to us time after time to source clear simple financial advice or refer us to friends and family.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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