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.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
An experienced professional, Richard has been advising clients and their families, in holistic wealth management since 2007. Richard prides himself on helping clients understand their finances through friendly and engaging conversations, helping them feel more confident in their financial prospects.
With help from Richard many have been able to optimise savings and protect both their health and wealth over the long term. In addition, Richard also supports small and medium sized businesses with Pensions, Employee Benefits and Tax efficient solutions, that only an FCA approved Adviser can access. As part of our expert team Richard also has access to CII Chartered Advisers and specialists in Complex Pensions, Divorce, Long Term Care, Equity Release, Mortgages as well as ISA’s, SIPPS and more generic products.
Before Alexander House, Richard previously worked at the Melton Mowbray Building Society followed by the Nationwide BS and then Prudential’s National advice business, helping local with a variety of financial planning opportunities including Pensions, Investments, Protection and Mortgages.
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