This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 an ability to analyse pension and retirement planning issues.
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.
Thomas Duffy Ltd are a team of professional independent financial advisers with experience in all areas of financial management. Our head office is in Cardiff, and we have advisers across South Wales from Llanelli to Newport.
Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right financial products for you.
The maze of financial products out there can be confusing, and as you go through life you can end up with pensions, insurances and savings pots. In a portfolio which you never review.
We will work with you to decide what products you need, matching them to your attitude to risk and where you are in your life.
As independent financial advisors we work for you and have no bias towards any particular provider. We are fee based advisers and have a range of payment options. All initial consultations are provided without charge.
As independent mortgage brokers we have access to the whole mortgage market place, with over 30 lenders and 1,000 mortgages.
We are not a large corporate company, but you will have the same level of protection as a large bank because we are authorised and regulated by the Financial Conduct Authority. You will have our direct contact details and we are easy to find in central Cardiff. We work for you and not a lender or provider. Our costs can be found on our website and wont be a barrier to business.
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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.