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.
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 the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Established in 1993 Ruth Whitehead frequently appears in the national media, including Radio 4's Moneybox and the Guardian and Observer newspapers.
Ruth won Responsible Investment IFA Of The Year in 2012 & 2013, and was shortlisted in 2014.
Specialising in all kinds of investments, we believe in the person not the package. We offer a thoughtful tailor-made service to our clients, many of whom have been with us since the beginning.
We’re proud to sponsor Dissenters London N16 - a non-profit making organisation featuring community choir Chorus of Dissent and professional orchestra Elastic Band. Follow Ruth @DissentersN16.
We specialise in investments of all kinds, working hard to design an individual portfolio that accurately reflects your attitude to risk and moral compass. We believe the only way is ethics - and whether you're investing £50 or £500,000, you deserve the very best funds available and can trust us to find them.
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