To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I'm one of those people who love the detail that helps build the bigger picture. The benefit of this for you is that nothing important gets missed.
I have over 34 years experience and I am not tied to any company. I work as a self employed, independent financial advisor. I love it. I get to meet some great people from incredibly diverse walks of life. Which is good news for the people I work with today. It means I have life experience and I can relate to you and your personal circumstances
It's hugely rewarding to save someone money on insurance whilst protecting them and their loved ones, or helping them focus on the important elements of their future finances as well as their life through a detailed ‘life-plan’.
I have clients all over the UK although, I am based in Otley, North Leeds.
I love the detail that helps build the bigger picture. The benefit of this for you is that nothing important gets missed. I have life experience at all levels and I can relate to you and your personal circumstances.
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