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.
Thomas Duffy Ltd are a team of professional independent financial advisers with experience in all areas of financial management. Our head office is in Cardiff, and we have advisers across South Wales from Llanelli to Newport.
Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right financial products for you.
The maze of financial products out there can be confusing, and as you go through life you can end up with pensions, insurances and savings pots. In a portfolio which you never review.
We will work with you to decide what products you need, matching them to your attitude to risk and where you are in your life.
As independent financial advisers we work for you and have no bias towards any particular provider. We are fee based advisers and have a range of payment options. All initial consultations are provided without charge.
As independent mortgage brokers we have access to the whole mortgage market place, with over 30 lenders and 1,000 mortgages.
We are not a large corporate company, but you will have the same level of protection as a large bank because we are authorised and regulated by the Financial Conduct Authority. You will have our direct contact details and we are easy to find in central Cardiff. We work for you and not a lender or provider. We charge a mortgage fee of £295 in the majority of cases, and no costs will be incurred until we get you a mortgage offer.
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