Philip James Financial Services Ltd
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Philip James Financial Services was established by Philip Hanley (James is Philip’s middle name) in 2000 and has been directly authorised with the Financial Conduct Authority since 2011. That means we’re completely independent and not part of a network or tied to any other big company.
We offer straightforward investment, pensions and protection advice with a personal service. Philip James Financial Services now has over £100m under advice and between them, our advisers look after some 700 clients
We are proud to be members of the Ethical Investment Association and the UK Sustainable Investment and Finance Association.
Investments, pensions and retirement planning, always offering ethical and sustainable investment options.
We offer a personal service in today’s impersonal world, along with the benefits of leading edge technology; each of our clients has access to a personal website, providing real-time, online access to portfolio information.
We make sure our recommendations are simple and straightforward, so you have a complete understanding of the advice given and why it is the best possible solution for you.
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Telephone
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Online (Live chat, video, email)
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Face to face
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