Nick Davies - Alexander House Financial Planning Ltd
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
Nick has been working within Financial Services since 2005 and for the last 12 years he’s been Advising families and small businesses within the local area keen to protect their assets and grow their investments in the most tax efficient way. Nick has wide experience across the sector and is fully Regulated, Insured and Qualified to Level 4 Diploma status (PFS), along with CeFA & CeMAP for Mortgage advice too.
Nick is friendly and approachable - a down to earth local boy at heart, with a passion for delivering an excellent standard of service and then helping his clients with continued ongoing advice. A financial architect who helps people achieve their financial goals in life through solid planning and the highest standard of advice. Nick prides himself on providing great customer service. Nick works for Alexander House which is a National Advice business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you to enjoy a journey to financial freedom and we will do this with discipline and determination.
At Alexander House, we aim to offer an efficient, friendly, expert service – whether that be arranging and managing your pensions or investments, searching for the most suitable mortgage deal or making sure you and your loved ones are financially protected in the event of ill health or death. We are always at the end of the phone, email or even SKYPE!
Whilst Nick can advise on all core Regulated areas including investments to life protection and mortgages, he particularly specialises in Pensions and Retirement Planning, having spent the majority of his advising career in this complex area.
Both Nick and Alexander House are very proud that our client base is made up predominantly of clients where we have built up over long term relationships and the vast majority of our new clients come from these recommendations. Supported by the Quilter Financial Network, this FTSE 100 business provides quality oversight and advice surety on behalf of the Financial Conduct Authority.
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