To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Our approach is simple, logical and it has benefited thousands of individuals and families over the last 15 years. We strive to provide a service that is unsurpassed in private banking or wealth management. We offer financial advice on the topics that are relevant to your circumstances. We strive to be a haven from the humdrum of the faceless mediocrity at blundering banks and hollow 'brands'. Pall Mall is owned by independent thinkers and professionals, who share a common vision of how to build a successful business by serving their clients.
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.