CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
What our clients say
I would Just like to thank you for the professional advice and assistance you recently afforded me in organising my personal affairs. Although the large majority of the country is currently facing difficult financial times it is comforting to know that despite economic and financial pressures there is someone out there willing to assist both short and long term in prioritising individual finances in the best interests of thier clients rather than the advisor. On behalf of the clients of mine who have spoken to you in the last 12 months, they too would like reiterate my statements. Once again, thank you for your kind support. I have no hesitation in recommending your service in the future.
Greta Williamson - Senior Partner - A H Brooks and Co Solicitors, Staffordshire
I am writing to thank you for all the advice and support you have provided to me and my family as our independent Financial Adviser. You first started to work with us a couple of years ago and at that time we had no way of knowing what health issues would face us. At that time we took a pretty laid back view of our financial situation. You provided us with very sound advice on our investments and the outcome is that we are now in a comfortable position leading into our retirement. I have no hesitation in recommending you and your business to my family, friends and colleagues and clients. You provide a professional perspective tempered with a realistic approach. Thank you once again for all the advice and support and we look forward to continuing to work with you throughout the coming years.
Jane Capewell -owner Capewell HR Consultancy, Stoke on Trent
I first met Phil eleven years ago when he was with the Halifax. I had been with their financial Advisors for two years and though they were helpful there was no continuity and it was extremely informal. Phil seemed completely different, much more approachable and to genuinely care for my circumstances and not just interested in commission. When he left I was back at square one. I was delighted that I was able to track him down again and he was able to take control of things again and put me in touch with the right investments. I feel him to be exceptionally patient and sympathetic to my requirements. I contact him in utter panic with all these many financial crisis and he explains what to do. I do not feel that he is thinking " here is that hysterical woman again", even if he is. It is very comforting to know he is working out how to overcome these difficulties and I feel he has my situation under control. The annual meetings are invaluable and so much easier and more convenient than d
Mrs Vaughan, Buxton
Directors Phil and Debbie Slater have 50 years combined industry experience having worked in the financial sector since 1987.
Phil is the company's primary Advisor and holds the IFS Diploma in Financial Planning. Since his time as a mortgage and insurance adviser with a leading High street bank, Phil became a personal financial Adviser after completing the certificate for Financial Advisors in 1996 before starting his own IFA company in 2002. He also holds the certificate in Mortgage Advice and Practice (CEMAP), and is a member of Institute of Financial Services (IFS).
Phil has been a sports enthusiast all his life, playing cricket, football, table tennis, golf and darts and is a keen supporter and sponsor of local football.
Phil and Debbie have 3 children, the eldest of which now works full time in the family business. In his professional career, Phil estimates he has now conducted over 5000 client interviews, so has a wealth of experience, and as yet has never received a complaint about his advice.
Slater Financial relocated in January 2016 next to Buxton town hall and has recently recruited Matt Bagguley from a chartered firm, as a para-planner and trainee IFA.
We build long term relationships with our customers built on mutual respect. We genuinely care for the financial wellbeing of our clients.
We continually monitor our client's portfolios and achieve excellent results even in difficult economic times.
We use the multi award winning True Potential system so clients are in control of their finances, with 24 hour access to their portfolios Via PC, or smart phones from anywhere in the world.
We want to help you to take care of your finances. And through good times and bad we will be there with you every step of the way.
Where to find us
Head office address: 9-10, St Annes Square, Buxton, SK17 6EA
I provide a bespoke, personal financial planning and advisory service tailored and unique to you.
I believe that the cornerstone of effective financial planning is the recognition that everyone’s economic and life situation is unique.
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