This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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 helps advisers develop and demonstrate their financial planning capabilities.
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.
SN Financial Services have clients throughout the UK with a branch in Sevenoaks, Kent and its Head Office in Droitwich, Worcestershire. 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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