This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
We provide professional initial and ongoing advice and servicing to you and we will give you the advice which best suits your needs, irrespective of whether or not that advice results in a product sale. We do not advertise for clients and instead rely on recommendations to increase our business. Many of our clients have been with us for more than 21 years and are delighted with the initial and ongoing services we provide.
On behalf of Mark Brown @ TPLLP , we invite you to learn more about our bespoke investment philosophy and endearing personal service.
Our focus is to provide wealth management services including wealth creation, wealth accumulation, wealth transfer and wealth preservation. We believe financial planning is fundamental throughout all stages of personal and business life and it is best achieved through an unbiased viewpoint. The True Potential aim is to protect our client’s wealth, whilst delivering a highly personalised and bespoke service. Our financial advice is designed to be sustainable to ensure our plans remain effective in the future regardless of changes to your circumstances. We work with additional professional bodies including solicitors and accountants which enables us to provide holistic wealth management.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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