This qualification helps advisers develop and demonstrate their financial planning capabilities.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
We pride ourselves in building strong, trusting relationships with our clients, ensuring portfolios are proactively managed and striving for positive outcomes with our clients needs at the heart of everything we do.
My particular area of interest is helping my clients construct and work through their own unique retirement journey. It is a privilege to help build a picture of what they want their retirement to look like and then helping them to achieve their goals.
While unbiased.co.uk endeavours to verify the information
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.