To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At Carrick Financial Management, we offer an extensive range of expertise and financial specialisms, to which all of our clients have access. Our team of highly qualified advisors has a combined 120 years of experience, ensuring that all our clients financial objectives can by realised through relevant solutions. We provide flexible, face to face appointments in your home, our office or your own workplace, to suit your lifestyle. The initial appointment to assess your needs, is at our expense.
We provide a thorough, professional and friendly, financial advice service to all our clients, and the principle which has underpinned our approach is to ask ourselves, 'How would we want to be treated in this matter'. Any advice provided, or products recommended are fully researched to ensure our clients are consistently receiving quality and value for money in line with their requirements.
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