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.
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
AAB Wealth is one of the UK’s leading Chartered Financial Planning firms, working with clients all across the UK. 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, estate 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 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 advisers 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 planning
- Tax & trust planning
- Insurance & Protection
- Long-term care planning
- Financial Planning
- Estate planning
Find out more about these services, our clients' stories and how we could help you on our website.
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