To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I have over 22 years industry experience providing tailored financial solutions for clients. I use my skills, to listen, and build a long-term relationship and put plans in place in order for my clients to achieve their objectives.
We will work with you to help you realise and form your financial objectives. For many, a clear financial path is not always evident, and it is our job to help you pull together all constituent elements to build this.
Managing your hard-earned money and staying on track with your financial plan is a complex task. At Advanta Wealth, we will guide you through the evolving web of tax and pensions legislation whilst also providing insight and guidance to financial markets and how these impact on your investments. It can be difficult to make and implement such big decisions without help and expert guidance. We help you to understand and make sense of your finances, put in place investment plans for the future and crucially, monitor progress to make sure that they stay on track.
I provide Independent Financial Advice to clients throughout Scotland and can assist in the following areas:
Retirement and Wealth Planning
At Retirement Strategies
Inheritance Tax Planning
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
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.