Lancaster-Hill Investment Management

Independent Financial Adviser  The Paddocks, Dover, CT15 7PL
We are passionate about helping clients achieve their financial aims and objectives
We can advise you on
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Unit trusts
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Lump sum
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Regular savings
Meet our advisers
MR Michael Hillary AFPC DipPFS
Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

About us

Michael holds the full Advanced Financial Planning Certificate. This higher level of qualification and knowledge is of a paramount importance in today's ever changing world.

We are a family run firm which has been established since the 1st October 1996.

Where to find us
Head office address: The Paddocks, Meadow View Road, Shepherdswell, Dover, CT15 7PL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

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