Ingard Ifm LLP
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, long term care insurance products and the giving of long term care insurance advice.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
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, understanding and application of the different types of long-term care insurance.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Ingard are an Independent Financial Advisory Company, specialising in a personal service to our clients. We have independent financial advisers able to visit you at your home or office or alternatively we are able to advise you remotely, via phone, post & email.
Our main office is based in Southend, Essex, and you are welcome to visit us here if that is more convenient.
Our advisers have a wealth of experience advising both individual and corporate clients, and we would be happy to provide references on request.
We are a bespoke firm and all new clients are offered an initial complimentary meeting to discuss their requirements and explain company procedures.
We are able to provide general financial advice but I tend to specialize in those looking to design a specific financial plan. This includes detailed Inheritance Tax mitigation advice, investment portfolios and the planning of a suitable income in retirement. We are also one of a limited number of IFAs in the country qualified to advise on financing Long Term Care for those needing residential or specific nursing care.
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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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