To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
We believe that we are one of the most dynamic, yet caring truly independent Financial Advisers (IFAs) in the Lancaster and Morecambe area, providing clients with a first class service in the areas of mortgages (including first time buyer), pensions, life assurance and investments. We are open 6 days a week.
Kieron Bassett Financial Services are a local firm with two Independent Financial Advisers (IFAs) who specialise in retirement and investment advice, including pensions, annuities and drawdown plans. We also specialise in mortgage advice including equity release plans (lifetime mortgage) and mortgages for first time buyers. All advice is truly independent.
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