AAB Wealth Chartered Financial Planners
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
AAB Wealth is one of the UK’s leading Chartered Financial Planning firms, working with clients all across the UK, from our offices in Aberdeen, Edinburgh and London. Our culture and strong values mean we always focus on doing the very best for our clients.
At AAB Wealth we offer tailored financial planning designed to help you achieve the best from life. Financial planning is a process that will support you to make sensible decisions about money and help you to achieve your life goals.
The process of creating a financial plan covers several aspects of personal finance such as planning for your future using tools such as Cash Flow Modelling, retirement planning, inheritance and succession planning and tax planning.
AAB Wealth will help you with the full range of financial advice from pension planning to savings and investments. We start by finding out what you want from life in order to create a financial plan that’s based on your individual needs and objectives.
We’ll then support you throughout the lifetime of your plan to help you achieve your goals.
As part of the Anderson Anderson & Brown (AAB) Group, we have access to specialist tax advisers, so all your financial planning and tax affairs can be managed under one roof.
Our clients include business owners and entrepreneurs, professionals, executives and people in retirement, each looking for sound financial advice from experienced advisors that they can trust.
We take time to listen and get to know you, understand the future you want for you and those you care about, then work with you to build a plan to help you achieve this.
Services we offer:
- Pensions & Retirement
- Investments
- Tax & trust planning
- Insurance & Protection
- Long term care
- Financial Planning
- Savings
- Inheritance planning
Find out more about these services, our client’s stories and how we could help you on our website.
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