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 qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Neli has been working closely with corporate and private clients supporting them to build and implement long-term Strategic Financial Plans. Assisting clients to grow and protect their wealth during their active careers as well as plan for a secure retirement is a great passion of Neli’s and something that she has extensive experience in. Whether it is your business or your personal finances that need help, Neli will be able to guide you through the labyrinth of complex financial solutions and advise on the most suitable and tax-efficient approach to reaching your long-term financial goals.
Development and implementation of a Personal Strategy and a Financial Plan including tailored financial solutions to suit your long-term individual or business goals.
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