Prosperity Financial Advisors and Stockbrokers Limited
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 UK regulation environment in the financial services industry, mortgage products, 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.
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
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 mortgage process and the principles of equity release.
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
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
At Prosperity we deliver professional independent advice to our clients, using our core principles of integrity, fairness & respect.
As a national client-facing service business, nothing is more important to us than ensuring you are at the core of everything we do. This commitment means offering advice and managing your portfolio in a way that is reflective of your personal circumstances.
We will provide you with access to good quality independent financial planning advice at a time when it is needed, and regular reviews of your ongoing situation to ensure that your plans remain on track.
We can also offer stockbroking services as well as offering many other bespoke solutions from our in-house specialists such as defined benefit pension transfers and workplace pension auto enrolment.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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