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 DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are an independent, whole of market financial advising firm allowing us to advise on financial products from a range of providers. We are based in the beautiful countryside in Worcestershire at Gaudet Luce Golf Club. There are two financial advisers and one mortgage adviser with many years combined experience professionally supported by a team of administrators. We welcome clients with all levels of wealth and most new clients are recommended from our existing client base
Our primary focus is to help you achieve your financial goals. We take the time to listen to your needs and concerns and then plan using all the modern systems available to us how we are going to achieve your goals. Our expert advisers will look to understand what's important to you and your family and help you achieve this. Our philosophy is that we inform and inspire our clients to make the right decisions for their financial success and understand the choices available to them.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.