Harken Financial
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 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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
From our offices in Wrexham, we serve clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
We provide completely independent and expert advice on pensions and retirement, investments, estate planning, inheritance and tax planning and protection.
We are flexible with our meetings to fit around you. We appreciate the value of face-to-face advice and typically meet you in the comfort of your own home. We also facilitate meetings by telephone and conferencing software, too.
If you'd prefer to meet us in our offices, we can be found in the heart of Wrexham's professional district on Grosvenor Road.
Harken Financial was built upon the principle of integrity and ethics. We always have you - the client - at the heart of everything we do. Harken was built for this very objective. We deliver exceptional service, expert advice and focus on true independence to help our clients prosper.
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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
Harken Financial Limited is an appointed representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. Harken Financial Limited is registered in England and Wales number 12356828.
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