Your Financial Planning Ltd
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
At Your Financial Planning Ltd. we would love to help you to find your freedom whatever that is. First we will help you clarify what is most important to you, then we create a plan to get you there and lastly we supply the financial advice needed to make your plan work. We work with True Potential for our back office services so you will benefit from cutting edge technology to help you do this.
As a client you will benefit from holistic financial planning together with tax-efficient investing to minmise the amount of tax that you and your family will have to pay. This means you will keep as much as possible of the wealth you have worked hard to accumulate. You can log into your personal client website at any time and from anywhere in the world to keep track of your plans.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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