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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Based in East Kilbride, Westgate Mortgage & Insurance Services Ltd look to provide you with professional and impartial advice. We always look to find solutions for your current needs that work throughout the many different stages of your life.
We all have financial needs and finding an affordable solution to meeting those needs is an area that many people seek advice upon.
We are specialist pension and retirement planning advisers and provide free, complimentary, no obligation, pension review and recommendations service.
The advice given, together with the recommendations made are designed to ensure that you obtain the best possible growth from your pensions during your working life, and maximum benefits in your retirement.
We specialise on pension planning reviewing our clients pensions every three months. We arrange pension transfers, income drawdown, personal and corporate pensions. We also provide an open market option review service for annuities, other services include, unit trusts, investment and life assurance,ISA's, mortgages and re mortgages.
Westgate Independent Financial Advisers, 11 Strathmore House, East Kilbride, South Lanarkshire, Glasgow, G74 1LF
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