The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Martin O'Brien, as a partner in True Potential Wealth Management offers friendly and affordable advice at a pre-agreed cost. Martin has over 15 years of financial services industry experience, specialising in Retirement Planning, Pensions advice, your Pension options at retirement and tax-efficient Investments. 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 with Martin, who will explain the services we provide and the positive outcomes you 40 expect from working with us.
We explain Pensions and Investments in a clear and engaging way. If you are positioning your Pension Plans, Pension Scheme Benefits or Investments for retirement, or if you are being asked to make some key decisions around them, you need to understand all of your options. Only then can you make an informed choice and reach the most suitable outcomes. If you wish to prepare for retirement, make decisions at retirement, or review Pensions and Investments already in place, our adviser Martin O'Brien would be delighted to help.
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