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 allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.
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 the regulatory and practical implications of the Treating Customers Fairly initiative.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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
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 regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Award-winning Independent Financial Advisers with branches in Aberdeen, Ellon, Peterhead, Fraserburgh, Inverurie, Newmachar, Westhill, Aboyne and Caithness.
Recent awards the company has won include -
NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
Aberdeen & Grampian Chamber of Commerce Northern Star 2018 Business Awards - Winner Staff Matter
Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
International Finance Awards 2018 - Best Financial Services Firm - Scotland
Original 106 Pride of Aberdeen Awards 2017 - Employer of the Year
International Finance Awards 2017 - Best Independent Financial Advisers - Scotland
Finance Awards 2016 - Best Financial Advisory Firm - Northern Scotland
Finance Awards 2016 - Award for Outstanding Client Service
Finance Awards 2015 - Best Financial Advisory Firm - Northern Scotland
Best of the Best Business Awards 2015 - Best Customer Service
Best Business Awards 2013 - Best Corporate Social Responsibility
We are very flexible with appointment times and can see clients in their own home or one of our offices. We aim to provide clients with the best financial products and very best service. At the Finance Awards 2018 we won the award for the Independent Financial Advisors of the Year - Scotland.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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