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 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 the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
DALES, can provide a comprehensive professional service offering advice on a variety of products including what to do with your existing Investments. How to arrange taking a pension or income in retirement. Savings for your Pensions or your Protection and Mortgage needs. The initial consultation is always free, where we will analise your situation in detail before giving you personlised financial advice.
We have a wide range of clients from all sort of back grounds, from all over the UK. We predominately help people with Investments, Pension Choices at Retirement, Drawdown, Pension Savings, Protection and Mortgages. Local Newark Independent Financial Advice & Nottingham Independent Financial Advice
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.