Thompson & Richardson (Financial Services) Lincoln Limited
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Thompson & Richardson might be a long established, proven provider of Financial Planning services in Lincolnshire over the last 35 years, but the team who deliver it are a young ambitious group, who have proven over the past 3 years that they are a force to be reckoned with.
Achieving recognition as a Top 100 Advisory Business in 2016 was a real accolade for the hard work the team put in on winning new clients, achieving qualification success and delivering top quality client service. To repeat it in 2017 was amazing, so imagine how it felt to get ‘three in a row’ in 2018!!
When selecting an adviser to help you through the financial jungle of life, choosing the right one is a minefield, because you are entering into one of the most important and potentially valuable professional relationships, you will have. And that’s why client relationships are so important to the team at T&R.
We aim to help our current and future clients to make sense of all matters financial in an ever more complex and rapidly changing world.
Thompson & Richardson aim to make a difference. Our objective is to deliver simplicity, transparency, honesty and integrity in everything we do...
At Thompson & Richardson, we are passionate about helping you achieve your financial aspirations. We work closely with you to understand your short, medium and long term financial goals as well as your attitude to financial risk. We form long lasting relationships with all our clients and our aim is to create a bespoke financial plan specific to your needs that is reviewed and updated on a regular basis.
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