Secure For Life Wealth
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
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, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
I have been in Financial Services my entire career, i am slightly nerdy and have almost all of the "extra" qualifications so no matter how weird and wonderful your circumstances, i can help. I have previously written pieces for the national press, and been a judge for industry awards.
I can help with almost any aspect of your finances, and whilst i will take your mortgage needs into account, i don't do these myself - i refer them to other people i have worked with previously and trust.
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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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