JDA Wealth Ltd
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 and understanding of the general insurance environment, its products and the manner in which the industry is regulated.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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
We are delighted to have the technology and processes in place so we can continue to provide advice to new and existing clients. This means you do not have to delay making any important financial decisions.
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Telephone
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Online (Live chat, video, email)
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Face to face
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pensions & Investments and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trusts, Auto Enrolment and some Buy to Let Mortgages.
JDA Wealth Ltd is an appointed representative of Quilter Financial Services Limited and of Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA Register under reference 440703 and 440718.
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