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 set up by Philip Hanley in 2011 ('James' is Philip's middle name) and is directly authorised and regulated by the Financial Conduct Authority as an independent financial advisory firm.
We are not part of a network or tied to any investment, pension or mortgage provider and so can offer properly independent advice.
We make sure that our advice is as straightforward as possible regularly review the providers and fund managers we recommend. We make sure any advice we give is tailored to your circumstances. We know that 'one size does not fit all'.
We advise on over £185m of investments and pensions and between them, our five advisers look after more than 900 clients.
We are proud to be members of both the Ethical Investment and UK Sustainable Investment and Finance Associations.
We provide investment, pensions, mortgage and personal protection advice, using the very best, award-winning technology to help us deliver an efficient, paper-free service.
Although we're happy to meet 'face to face', we are now holding many more meetings and reviews online, via FaceTime, WhatsApp, Skype, Zoom or the good old telephone (if you don't want to have to look at us). It's the future, it keeps our costs (and charges) competitively low, and is a way of working we think is unlikely to change for quite a while.
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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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