This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At The Oxford Advisory Partnership, we guide clients on their financial journey through the various stages of life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals. We offer fully independent, professional and unbiased advice on a wide range of financial products.
We take the time to ensure that all our clients have a full understanding of their finances and are comfortable with all of their investments. Our Financial Review Service will include a comprehensive financial “health-check” with one of our highly qualified advisers, held at an agreed frequency, but at least annually
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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.