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.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Here is a commendation from one of his clients: TP from Camberley
Based upon your sterling mortgage advice - I would like to offer a reference/ case study that you may be able to send out to your existing and prospective customers.
It is not the fact that due to recent interest rate movements that I am recommending your work, it is with regards to your risk assessments/lifestyle needs that your advice has been proven so valuable. Your advice over the last 6 years has not been that of a market follower it has been that of a truly customer focused adviser.
Good work fella.
Just to let you know that all your hard work on our behalf has not been wasted and that we are spending those dramatic gains wisely... Our holiday in the Maldives was fantastic.
Thank you so much.
I wanted to thank you and your team for going the extra TEN miles in helping me secure the equity release loan against all the administrative odds. I really appreciate all your motivation and dedication.
Tessa E, London
I’ve been working with Andy (MAP Financial Ltd) since mid 2013 and always found the our meetings very informative and enjoyable. Andy spent a lot of time really getting to know about me and what my financial goals were and he has been very helpful in providing a clear plan on how to achieve these goals. He helped me understand the need to manage my money accordingly with long term vision which has allowed for my investments to grow whilst seeing my tax position improve.
Paul F, London
My financial planning has changed significantly since I engaged Andy (MAP Financial). I now have proactive management of my portfolio leading to greater returns. MAP Financial are not like others in the market that simply take fees, they treat your investments as if they are their they own and provide proactive regular reports, reviews and guidance so that my assets are maximised. I started using MAP for a few ISA’s, they now manage all my investments including pensions, VCT’s etc. They help me achieve the best possible returns and are extremely flexible in altering investment strategies to my changing needs.
Mike W, Brighton
MAP Financial is a firm of independent financial advisers and mortgage brokers, specialising in the management of investment portfolios and pensions.
Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio, creating a tax-efficient retirement strategy or simply looking for a better mortgage deal, we have the expertise to provide the answer.
We have combined experience of over 200 years and that means that there's virtually nothing we haven't seen or experienced in the Financial World.
Large enough to provide reassurance; small enough to care!
Our Business Purpose
We will help you:- Have an achievable financial plan and,
Take the pain out of complex financial decisions,
So, you have peace of mind and more confidence about your financial future.
At MAP Financial our highly skilled adviser's use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, mortgage, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our client's interests - not someone else's.
Chris Butcher APFS (Liphook)
After graduating with a history degree in 2008, Chris launched into a career in financial services. A Chartered Financial planner, he concentrates on detail; the financial plans he designs are distinctive and comprehensive.
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future.
We have offices in Kent, Surrey, Essex, Berks, Hants
Chris is a fully independent and highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals.
Chris looks after a broad range of customers throughout the South of England.
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