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.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
As a Financial Adviser for 20 years and now with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients, whatever their financial goals.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most, at our free initial meeting I will take the time to get to know you and what's important to you, before agreeing on the next steps.
I believe building a long-term relationship with someone whose advice you can trust is the key to achieving your goals and aspirations and after agreeing a detailed financial plan we will carry out regular reviews to ensure you stay on track to achieve your goals.
True Potential’s award-winning technology, gives you 24/7 online access to your complete financial affairs meaning you can track and monitor any arrangements we make whenever you choose.
I am able to meet you at a time and day that suits you including evenings and weekends.
Pension Planning: Helping you plan for and achieve the retirement you want whatever age you are.
Investments: Making sure your wealth works for you whatever your goals.
Mortgages: Finding the right mortgage deal to suit your needs.
Protection: Ensuring you protect yourself and those dearest to you against ill health and death.
Inheritance Tax: Helping you understand your current position and ways to improve it.
Equity Release: Unlock the equity in your home to meet other goals.
Long Term Care Planning: Helping you to protect your home and wealth against the costs of needing long term care.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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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.