To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
At Quilter Financial Advisers we specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
We are part of the Quilter Financial Planning Network who are owned by Quilter. Quilter is a leading provider of advice, investments and wealth management; managing over £100 billion of investments on behalf of 900,000 customers.
I am a highly qualified and accomplished Financial Planning Consultant with 13 years’ industry experience. I build long-lasting relationships with my clients to make sure that my recommendation is not only suitable at outset, but remains suitable for as long as you stay with me.
I offer a free no obligation initial meeting to discuss your needs.
Ask me about:
Savings goals from short to long term
Inheritance Tax Planning
Tax efficient drawings from your business
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Trusts and Estate planning are not regulated by the Financial Conduct Authority.
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
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provided as thoroughly as possible,
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 of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.