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 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.
SN Financial Services are based in Droitwich, Worcestershire and has clients throughout the UK. As Independent/whole of market financial advisers we are free to advise on financial products available from a range of quality product providers.
We combine state of art financial technology with over 25 years of financial services industry experience to research, compare, recommend and monitor the most suitable financial solutions to our clients.
We provide bespoke portfolio planning and investment risk strategies to help you build your pension and savings investments - these are monitored with our regular review service. We also assist clients with post retirement planning to include annuities and income drawdown.
We assist clients with all aspects of protection planning, life insurance, critical illness cover and long term income protection.
We assist clients including first time buyers through the mortgage and remortgage process, helping them to choose the correct mortgage deal for them.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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