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 the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
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 qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.
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
We believe you should ideally choose to work with financial planners who are both:
We tick both boxes; we are both Chartered and Independent.
We are also specialists, working with three groups of people:
1. People approaching retirement
Everyone’s retirement objectives are different. We’ll help you understand what you want and then put a plan in place to achieve it. We will also help you understand how Covid-19 has affected your retirement plans and put them back on track if necessary.
2. Business owners
As business owners, we understand the pressures, excitement, frustrations and challenges that owning a business brings; especially now during the current pandemic. We’ll be by your side to help you ensure you meet both your personal and business goals
3. Senior executives
In our experience, many senior executives are concerned about balancing living for today and planning for the future. We can help you achieve that balance and understand how Covid-19 might have affected your future plans.
We will guide you every step of the way: from solving your current financial challenges to securing a happy and fulfilling retirement.
There are many things which separate us from other firms, including:
We are Chartered: The ‘gold standard’ of financial planning, our Chartered status means we have proved a higher than average level of knowledge and adhere to a code of ethics.
We are financial planners: We focus on you and not your money. We’ll spend time understanding your current financial problems and aspirations, then develop a plan solve the former and achieve the latter.
We are independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole of the market.
Your home may be repossessed if you do not keep up repayments on your mortgage.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.