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 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 UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Leabourne Financial Advice was set up by Sarah Pohlinger in 2012. Leabourne provides one to one pension and investment support.
The company is independent and focuses on giving clients truly personal and accessible advice. The fee structure, is transparent and the fee you will be charged will be agreed before any work is undertaken.
Prior to setting up Leabourne Financial Advice, Sarah spent 25 years as an investment manager, investing in share markets, managing pension funds and unit trusts. This experience has given her a real depth of knowledge that few other independent adviser can offer.
We can advise on:
Savings and Investment Planning and Advice
Retirement Choices - How and When to Take Your Pensions
Pension Savings, Forecasts and Advice
Pension consolidation
Full Financial Plans
Care Fees Planning
We value our clients.
We provide advice that is clear, and straightforward. We take time to explain our advice and recommendations.
We make sure that we keep you in touch with how our work is progressing so you know exactly what to expect and when to expect it.
We specialise in pensions and investment advice.
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