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.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
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 enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
I specialise in all areas of personal and business financial planning as I am:
- a Chartered Financial Planner
- a Fellow of the Chartered Insurance Institute (highest qualification awarded to a financial
- an Independent Financial Adviser
Areas which separate us from other firms:
We’re Chartered: The ‘gold standard’ of financial planning, providing the highest level of service, expertise & integrity. We adhere to a Code of Ethics, are committed to maintaining our levels of technical & professional knowledge gained through professional qualifications.
We’re financial planners: We focus on you, not your money. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
We’re independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole market.
12 Symonds Way, Mawsley, Northamptonshire, Kettering, NN14 1GW
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