Hentons Wealth Limited
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
As part of the wider Hentons group we are able to offer a range of complimentary accountancy services which helps to provide our clients with a holistic planning service.
From our main office in Leeds we act for a large number of Private and Corporate clients in addition to being renowned for being specialists with client operating in the medical sector.
We are specialists in:
Retirement Planning
Pensions
Investments
Family and Business Protection
Once we understand what your wanting to achieve we use sophisticated modelling tools to help identify whether you're on track or any shortfalls which may exist in your plan.
After we've done that it's a case of fine tuning to make sure your arrangements are operating as efficiently as possible.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
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