IFA Consultancy Centre Ltd
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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.
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 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.
With 3 offices and a team of experienced staff from administrators, Para-planners and financial Consultants we are able to manage and service over 2,000 existing client’s financial goals and aspirations for the future. The firm understands what clients are looking for and can assist them in achieving their objectives which is paramount importance to our company.
The firm is registered directly with the F.C.A and has a combined 40 years experience between Consultants dealing with all consumers, commercial and retail clients.
The I.F.A. Consultancy Centre Ltd has maintained its independence in the whole of the market place providing the utmost professionalism and accessibility for our clients in choosing different options when planning for their futures.
All new clients who would like guidance on planning issues are carefully assessed and full research and analysis is provided in order for them to make informed decisions.
As specialists in all aspects of Pensions and tax efficient Investments we provide clarity and transparency to our clients. We take the industry jargon on all technical planning and provide clear guidance for our clients to reach their goals.
Simplification of advice via complicated industry and company technical information has always been our best motto in dealing with our existing and new clients. This process makes it easier for clients to made important decisions on their financial planning for the future.
We provide easy to understand financial planning reports detailing solutions and options to client needs.
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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
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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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