Peter Richards Financial Ltd
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 UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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.
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 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 an ability to analyse pension and retirement planning issues.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
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.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. As part of the Retail Distribution Review which comes into effect in 2013 they will have also been required to demonstrate their knowledge is up to date, this process is known as Gap Fill. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FSA Accredited Body.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. As part of the Retail Distribution Review which comes into effect in 2013 they will have also been required to demonstrate their knowledge is up to date, this process is known as Gap Fill. On satisfaction of the gap fill requirements they will have obtained a Statement of Professional Standing from an FSA Accredited Body.
At Peter Richards Financial Ltd we pride ourselves on understanding fully our client's needs - we provide high quality independent advice, committed to our clients and are keen to be judged on the value we deliver. We believe in developing long-term business relationships with our clients, enabling us to deliver the quality of service you deserve.
As advisers we look to build ongoing relationships and help you achieve your goals.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £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
Your home may be repossessed if you do not keep up repayments on your mortgage.
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