To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
Irlam Estates Financial Services Ltd is a family run business. We offer a friendly personal service and we pride ourselves on offering expert advice in a wide variety of areas whether being mortgages, insurance, pensions, retirement planning, investments or inheritance planning.
Our aim is to build long term relationships based on trust which enables us to offer the advice to help meet our client’s needs no matter what they are.
We offer a friendly and transparent approach to financial planning and investment. We seek to minimise risk, costs and tax whilst enabling you to achieve your financial goals and objectives. We prefer to keep things simple. The over-riding objectives of our service is for you to experience peace of mind.
We have an in-house Financial Services team with advisers, offering walk-in appointments.
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