This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
At 4 Financial Planning, we don’t believe financial services should be about boozy lunches, long golf days, or fancy offices.
After all, our job is to help your finances and ensure they work harder for you both now and in the future. And that means sticking to the important stuff.
As an independent financial adviser, we specialise in retirement planning, investments, and protecting your loved ones if life gives you lemons.
What we provide is expert advice, guidance and support to ensure you’ve got all your bases covered. And we do it on a fixed fee basis so there won’t be any surprises.
Our founder, Ian Else, has been in the industry for more than 15 years, so he really does know his stuff - and he’s got the coveted AF3 certification on pensions to prove it.
Combining our skills and knowledge with the latest technology, we can deliver an efficient service that leaves more of your money in your pocket, so you can enjoy it.
At 4FP you’ll find reliable, cost-effective advice on four key areas:
• Retirement Planning - to ensure you maintain your lifestyle even after you stop working.
• Protection - so that you and your loved ones are covered if the worst should happen.
• Investments - including ISAs and unit trusts, to help your money grow over time.
• Estate planning - giving you full control of what happens after you’re gone.
How we work is simple:
Step 01: DISCOVERY A free hour-long session where we can get to know each other and clarify what your goals are.
Step 02: X-RAY A deep dive into your financial circumstances, gathering facts to help identify whether you’re on track and where you need support.
Step 03: DIAGNOSIS This is where we start putting your plan into action, whether that be setting up pensions, investments, or insurance policies.
Step 04: MAINTENANCE Ongoing support to ensure that your financial plans change with you and your circumstances.
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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.