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.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
True Potential are an award-winning group of companies, working with close to 20% of UK financial advisers. We provide simple, effective and unique financial solutions built for the future and that of our clients. Providing tailored, no obligation, financial advice for all we are committed to delivering better value and choice.
Planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
I believe that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered to take control of your finances. I am a fully qualified financial advisers with an additional specialism in education sector financial planning.
Narberth Court, CAERPHILLY, CF83 2UJ
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