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.
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
Antony Lopez is an adviser with Sterling & Law Group Plc, a firm that specialises in personal retirement pension advice and transfers in particular.
Antony says, ‘Being singled out by an undercover Guardian journalist for giving the best impartial pensions advice was a wonderful surprise. I have always done my best to ensure that all my clients receive that high standard of care, from the very beginning right up to the achievement of their goals. This, along with great customer service, has been the basis of many excellent client relationships over the years.’
In addition to addressing your immediate needs, Antony will stay in touch with you through annual meetings to ensure that your plans remain on track.
Antony is a retirement specialist, with particular expertise in personal pension and defined benefit (final salary) pension transfers. He advises clients at all wealth levels, from high-net worth individuals to those wondering what to do with a workplace pensions or simply needing flexible access.
His advice focuses on maximising your investment returns, maintaining tax efficiency and keeping pension charges as low as possible. These three factors are crucial when it comes to maximising your retirement income over the long term.
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