Tony Revans Financial Planning

Independent financial adviser  1a Clarke Hall Farm, West Yorkshire, WF1 4AL
First meeting at adviser's own cost
We can advise you on
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MS Kathryn Andrassy
Independent Financial Advisor

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Tony Revans
Principal

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.

About us

Highly skilled and experienced Independent Financial Advisors and Whole Of Market Mortgage Brokers. First meeting free of charge, then confirmation provided of how payment will be made for our services including fees and/or commission. Please contact us to discuss your requirements. We also have excellent other local professional contacts, e.g. solicitors, letting agents, accounts etc who can assist with your other needs.

Where to find us
Head office address: 1a Clarke Hall Farm, Aberford Road, Wakefield, West Yorkshire, WF1 4AL
Preferred clients
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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