This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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 examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.
As an Independent Financial Adviser (IFA) I am part of the national firm 2plan wealth management. 2plan wealth management Ltd is a national, independent, whole of market firm of financial advisers and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.
With over 20 years’ experience in the financial services sector I have developed a service proposition that focuses on personal long term relationships. My focus is on working with people in the local area (Gwynedd, Conwy and Anglesey) to address their current financial needs and, through regular reviews, ensuring that their financial planning reflects their changing circumstances. I do not act on behalf of any product provider, bank or insurance company. The “client experience” is paramount and I pride myself in building lasting professional client relationships. I aim to ensure that my clients will view me as their trusted IFA.
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