Sterling and Law
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.
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.
Sterling & Law was established in 1997. Our client-first philosophy places you at the heart of everything we do. Sterling & Law’s relationship with you is built on understanding your needs, goals and aspirations and what really matters to you.
We will work with you to prioritise your financial objectives, with an agreed plan to help you reach your goals.
We aim to offer you:
An efficient, first-class, professional service while retaining the personal touch.
The benefit of our years of experience and in-depth knowledge.
A plan tailored to your specific requirements, reviewed and adjusted over time.
Research and administration backed up by the latest technology.
The assurance of our confidentiality and trustworthiness.
The option to engage in a proactive system of regular reviews.
Our reputation as valued financial advisers is built on our focus and commitment to our clients, resulting in long-term professional relationships. Our team of fully qualified advisers has more than 200 years of combined experience. They provide holistic financial planning advice to private individuals and companies.
Sterling & Law’s relationship with you is built on understanding your needs, goals and aspirations and what really matters to you.
We will work with you to prioritise your financial objectives, with an agreed plan to help you reach your goals.
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Telephone
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Online (Live chat, video, email)
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Face to face
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