This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Wright Financial Management are a firm of IFA's based near Peterborough in Cambridgeshire and Verwood, Dorset, offering a personal service tailored to the needs of individuals and companies. Founding principal is Brian Wright who has spent over 40 years in financial services and has professional membership with the Society of Financial Advisers (SOFA). Wright Financial Management are directly authorised and regulated by the FCA.
Very friendly service committed to guiding you through the increasingly complex world of pensions and investments. We are particularly experienced in the world of pensions including options both before and after retirement and converting lump sums to generate high levels of tax efficient income streams.
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