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.
DipFA - Diploma for Financial Advisers (LIBF)
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.
What our clients say
Jane offers a professional and efficient service, giving us advice regarding pensions and investments in a straight forward, easy to understand way.
I’ve been extremely happy with the service provided by your firm. It has been a painless process that has progressed exactly as you initially advised.
David R, Cardiff
I have been using Jane Newman Financial Planning for 7 years for all aspects involving personal finance, and I am delighted in what they have done for me. They are an extremely professional team who are totally dedicated in achieving the best for their clients.
David S, Stanford Bridge, Worcs
Very helpful, speedy and professional service. We will definitely want to use your service again.
Sharon B, Worcester
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.
Where to find us
Head office address: 10 St Andrews Rd, Hadzor, Droitwich Spa, Worcestershire, WR9 8DN
At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice.
Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance.
Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.