This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
With a combined experience of over 25 years in financial services, Moorland Mayfair keeps you at the center of financial planning, by building plans tailored to you and your requirements.
Recently nominated for two awards at the 2017 Retirement Planner awards, we cover all areas of planning. Whether it's ensuring you can survive financially throughout retirement, to reviewing your savings and investment to ensure they're working hard for you and that you're able to pass your hard earned money across to loved ones. We pride ourselves on building proposals that are transparent and fair in both planning and fee's.
We're independent, meaning we search and the analyse the market to determine what is best for you. We're not tied or incentivised to use any particular provider or product.
Service is paramount - our clear, tiered levels of servicing guarantee your queries are dealt with promptly. We're always on hand to answer any queries you have whether it's over the phone, via email or through our client portal in which you can chat directly with your adviser.
Helping to protect and enhance your wealth.
Our vision is to protect clients and their families, while helping to preserve and enhance their wealth, by building a strong relationship based on honesty, integrity and openness. Through our range of services, we work with our clients to provide them with the advice and guidance they need to achieve their financial aspirations.
Our service is built around comprehensive financial planning and sound investment principles. By exploring goals and objectives we deliver a tailored financial strategy to meet our clients' needs, then monitor these plans to ensure they remain on track.
450 Brook Drive, Green Park, Reading, RG2 6UU
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