This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
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
I am a Financial Adviser with a background in Mathematics, and have appeared in the VouchedFor "Ultimate Guide to the UK's Top Rated Advisers 2020" as distributed in The Times. Thanks to my father, I have grown up in the financial advice industry and have been involved in daily aspects of client support from an early age. After graduating from Swansea University with a BSc. (Hons) in Mathematics, I followed my father into business and in 2013 set up my own practice. I provide financial advice across the South Wales area and into the West of England, working primarily from both Cardiff and Neath.
My approach to advice has always been very client-driven, and I strive to complete all of my recommendations to the highest standards. I currently hold several qualifications including the required level 4 Diploma in Financial Advice, as well as qualifications in other areas. I am currently studying towards achieving Chartership within the financial advice sector.
I always endear to work closely with that client in order to ensure that their expectations are met. My use of the latest technology is an important factor in my advice and goes a long way to managing expectations, as as well keeping clients informed of the progress of their goals. Our ongoing client service cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive
I cover all aspects of financial advice, including pensions, investments, life assurance and mortgages.
All of my initial meetings are at no cost with no obligation, so please feel free to get in touch if there is anything you would like to talk about.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Pashley Financial Services is a trading style of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 337 981 265
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