This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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.
Lighthouse is one of the largest providers of expert financial advice in the UK. I provide a personalised service to personal and business clients on savings, investments, wealth management, mortgages, pensions, retirement planning, inheritance tax planning, tax, trusts, insurance and equity release. I make informed and impartial professional decisions based on my 24 years' experience in the financial planning industry. My sole aim is to work on behalf of the interests of my clients and offer solutions that are appropriate and tax efficient for each individual's goals and objectives.
I can help you make the most of your money whatever your circumstances. I look at your current overall financial position, talk to you about what you would like to achieve, listen to your concerns. I then make recommendations that match your lifestyle and aspirations. You can have peace of mind that your finances are organised in the way that suits you, your family, your business.
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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.