Oakworth Financial Planning Ltd
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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 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
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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
Oakworth Financial Planning Ltd is a successful IFA firm based in Pontefract. The company, formed in 1994, enjoys a reputation as one of the foremost investment and retirement planning organisations in the North.
Our reputation is based on sound financial advice and meeting our clients needs. We are totally independent, providing a comprehensive range of advice and we are firm believers in the principle of treating our customers fairly. Our focus is to build lasting relationships with our clients and to work together to provide long term solutions to your financial planning needs.
We take time to get to know you, and find out what you’d like your future to look like. Then we look at how we can make that happen for you and your family.
We’ll talk you through all the options, explain things clearly, and give you time to go away and think about things before making a decision. Oakworth Financial planning can be the perfect financial advisors for you.
At Oakworth we pride ourselves on giving a personalised service to our clients. Are you constantly seeing your adviser move on (or indeed never seeing an adviser!)? We build relationships that last by being attentive to each clients needs.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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