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 assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
We offer a friendly and affordable advice service. I have over 25 years of financial services industry experience, specialising in Retirement Planning and Pension advice together with Investment planning and Protection solutions.
We offer an initial meeting at your home or place of work, without cost or obligation, will give you the opportunity to discuss your current financial position, goals and priorities, We will explain the services I provide and the positive outcomes you can expect from working together.
I will take time to get to know you as my client, aiming to build lasting relationships and to prioritise what is important to you.
I believe that as a Wealth Management Partner I am able to fulfil your needs with access to world class partners, together with award winning technology which includes our world first “Impulse Save” facility to increase your investments and provide 24/7 online access to your portfolio, enabling you to remain informed and confident.
While unbiased.co.uk endeavours to verify the information
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.