This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I have enjoyed a 15 year career in Corporate and Private Banking helping business and private individuals plan for the future.
I love the job that I do and feel passionate about helping my clients and their families secure their financial ambitions.
- Investment Advice considering risk mitigation and tax efficiency.
- Retirement Advice including pension accumulation & transfers together with options for drawing benefits.
- Estate Planning including the use of trusts to mitigate exposure to Inheritance Tax and ensure wealth is passed into the correct hands.
Westcountry IFP Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.
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