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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Private practice of 14 experienced, fully qualified Independent Financial Advisers, with offices across the country.
The Oxfordshire office, based in Bicester, which was established in December 2000, is run by Shirley Hook-Pattison, Bicester's only female Independent Financial Adviser. I am both professional and friendly and will ensure that my advice is tailor made for each client. I have over 20 years experience in financial services and have helped many people achieve their financial goals. My specialist subjects are pensions and investments, which I feel very passionate about.
We are highly experienced in all areas of financial advice and offer a comprehensive range of services in a simple, straightforward manner.
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