This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We will offer you and your family Independent Financial Advice specifically designed to your circumstances. We have Offices in Woolton Village, Liverpool, Liverpool City Centre and Thatto Heath, St Helens. We believe in giving service first class service in our offices or in our clients home so you feel relaxed and in control of your finances. We also keep it simple, life is complicated enough without talking financial gobbledygook, we will always talk in easy to understand language, and are happy to answer your questions so you can relax.
We can also assist with Defined Contribution Pensions.
With knowledge spanning over 50 years in the world of financial services we deliver impartial solutions once we have identified and evaluated your own personal needs.
We believe the following are important
•A holistic advisory process with each client
•Giving our clients the best service in the market place
•An ethical way of dealing with our clients
Finding an Independent Financial Adviser can be a complicated and daunting process. Offering a professional service in today’s cluttered market. We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
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.