To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
CF6 - Certificate in Mortgage Advice (CII)
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.
FP1 - Financial services and their regulation (CII)
This exam accesses understanding of the financial services and their regulation.
FP2 - Protection, savings and investment products (CII)
This exam accesses understanding of protection, savings and investment products.
FP3 - Identifying and satisfying client needs (CII)
This exam accesses understanding of identifying and satisfying client needs.
What our clients say
I very much needed advice on setting up a private pension and became overwhelmed by the different options and companies available to me. Chris was very quick to respond to my initial enquiry and was both professional and friendly in his approach. He took the time to understand my financial situation and Attitude to Risk before offering some options. Chris is a very good communicator and really knows his stuff and evidently cares very much about his clients.
Ms H, Cambridge
A change in our family circumstances required us to review our financial plans. Chris provided excellent advice on how to plan for future security for our daughter through the preparation of Life Assurance and Wills.
Mr W, Cambourne
Having had to retire due to ill health, Chris clearly understood my needs and was very helpful in explaining all aspects of retirement with regards to my personal situation. I am very happy with the outcome – everything is a lot better than I had expected.
Mr D, Papworth Everard
We were in the process of buying a house and very much needed clearer advice on insurance policies and mortgage protection. Chris explained everything in simple language and gave us easy-to-understand examples. He certainly didn’t push us at all. He provided the outcome we were hoping for.
Mrs W, Biggleswade
Chris worked through my financial status to provide clear guidance. Chris does what he says and provides a professional service. He goes above and beyond to meet his clients’ requirements and I am fully impressed by his services.
Ms L, Cambridge
I was concerned that the money in my bank account wasn’t earning any interest. Chris provided comprehensive and impartial advice in a completely non-pushy manner. He was very patient and spent a long time answering our questions. He then swiftly helped with our investments. Chris is a genuine and honest person.
Mrs B, Cambridge
Chris spent a lot of time making sure he understood my pension needs. I was really impressed, as my pension pot isn’t particularly large. I really felt he made sure I got the best advice. Chris made the whole process simple and gave me the confidence to understand I was doing the right thing for my future.
Mrs R, Midlands
I was very much in need of advice about my employer’s pension and was so pleased with the manner in which Chris conducted business with me, I recommended him to my elderly father. We were both extremely pleased on how Chris took the time to be tremendously patient with my elderly father explaining every aspect in complete detail.
Mr B, Great Staughton
Having received an inheritance, we needed advice on how best to invest our money. Chris was extremely helpful, giving us advice on investments and tax-efficient savings. We have always found Chris to be extremely helpful, courteous and punctual and always returns our phone calls and emails promptly.
Mr & Mrs C, Cambridge
We are a Financial Services Company with a dedicated team of Independent Financial Advisers. We enjoy long term relationships with our clients and look to ensure their financial requirements are catered for throughout the phases of their lives.
We maintain this by developing close personal relationships, while also applying our knowledge and professionalism to every aspect of finance, however small. Premier Plus was established in April 1997 and operates from our head office in St Neots, Cambridgeshire.
Our Adviser numbers have grown over the years and we now have more than 175 years' combined experience in Financial Advice. From 1997 to 2000 Premier Plus was an agent for one of the UK's largest insurance companies, but in 2000 we decided the best way forward to serve our clients was to become Independent Advisers. Our approach is working, as we currently look after the interests of more than 4,000 people – most of whom have been referred to us by existing, satisfied clients. Our strength lies in these relationships.
With a warm and understanding personality, I pride myself on ensuring my clients' current and future needs are fully understood, allowing me to provide them with financial advice, giving appropriate and comprehensive solutions that are presented in Plain English.
I am available to meet with you at a place of your convenience, offering both Daytime and Evening appointments.
In support of our professional, highly qualified advisers, we have a dedicated team of Paraplanners, Administrators and Compliance staff. We provide a wide range of financial and investment services.
Where to find us
Head office address: 1a Fenice Court, Phoenix Park, Eaton Socon, St Neots, PE19 8EP
We provide award winning independent financial advice to individuals, business owners, charities and trustees, working alongside your other professional advisers. Services include financial planning, investment advice and retirement planning.
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