An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
Paul has completed more than 20 years in the Financial Planning Profession, through this time he has accumulated a tremendous amount of experience and technical knowledge. He is Chartered Member of the Chartered Institute of Securities and Investments and holder of the Certified Financial Planner licence.
We Provide advice on all financial planning matters including Mortgage Finance, Equity Release, Investment Advice, Pensions, Auto Enrolment, Protection Issues – (Life & Health), and Group Schemes – (Life & Health).
Paul is also authorised by the FCA to provide Pension Transfer advice and is a specialist in this area. Following the recent changes to UK Pensions legislation this qualification satisfies “Occupational Pension sign off “ requirements. Whatever your pension scenario is we can help without going to a third party.
“Helping clients at different stages of their lives become more financially organised is what we do,
But listening and understanding to what each and every client is trying to achieve is always the best place to start…
So please feel free to contact us with the orange mail button, or request our number.
We will respond to all messages within 24 hours.
We also offer free roadside parking.
We pride ourselves on the long term relationships we have built with our clients over the last 19 years.
With specialist expertise in all Pension matters we pride our selves on advising exactly what is best for each individual client.
Weather it be to stay in the current pension scheme or transfer, we have a wealth of knowledge and experience in this area and will always help the client to reach a decision that suits them best.
22 Castlegate, Tickhill, South Yorkshire, Doncaster, DN11 9QU
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.