To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CF6 - Certificate in Mortgage Advice (CII)
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.
What our clients say
"We have worked with Matthew for 3 years and have always found him to be honest, approachable with a strong commercial awareness. He has provided us with clear advice and guidance and ensures that information is easily accessible and not too technical. A pleasure to work with and highly recommended."
Mr & Mrs Jones, Pontyclun
"Thanks Matt for a really professional service to sort out our Protection policies.
You worked around us and nothing was too much trouble. Accommodating after work appointments at the house made the process really smooth and easy.
We would definitely recommend!"
Mr & Mrs Brennan, Penarth
True Potential are an award-winning group of companies, working with close to 20% of UK financial advisers. We provide simple, effective and unique financial solutions built for the future and that of our clients. Providing tailored, no obligation, financial advice for all we are committed to delivering better value and choice
Managing your wealth can be complex and time-consuming. I can help simplify your life by addressing important aspects of your financial well being from investments and insurance to pensions.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
Where to find us
Head office address: 41 Spencer Drive, Penarth, CF64 2LR
I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you.
Initial consultations are completely free.
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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
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To check that an adviser is regulated, you can contact the relevant regulatory or professional body.