In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
The company was established in 2005 but our advisers' experience goes back much further.
Our head office is in Ongar, Essex but we also have an office in Broxbourne, Herts. We are happy to transact business with clients face-to-face, by phone, post or email.
We are qualified to advise upon Lifetime Mortgages (Equity Release) for the over 55s.
We look forward to hearing from you soon.
Residential Mortgages & Remortgages, Buy-to-Let Mortgages, Equity Release, Lifetime Mortgages, Commercial Mortgages, Bridging Loans, Life Assurance, Critical Illness Cover, Income Protection, Home Insurance.
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