This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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 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.
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
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
Most people can use scissors, can’t they? But ask yourself this question: Would you cut your own hair?
No, neither would we! That’s why you should want your future financial wellbeing managed by a fiduciary firm that is held to a higher standard of regulatory scrutiny, meaning that each of our investment team is duty-bound to act in your best interest at all times. One that doesn’t cut corners, never mind hair!
Working in harmony with our dedicated Financial Planning team, we have our in-house team of Discretionary Investment Managers as well as oversight from an investment committee. What do we do? Well, it can range from managing personal ISA’s to multi-million pound pensions, and from handling a company’s pension scheme to shareholder protection to overseeing a families’ total assets. And everything in between!
You’d be amazed at what we can, and will, do for you and your company – find out by contacting us.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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