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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
Fellow members will have passed the Institute’s fellowship examinations and have demonstrated five years relevant experience.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
We are a multi award winning financial planning firm specialising in helping you answer life’s big questions such as:
When can I stop working and live the life I want without the fear of running out of money?
How much money do I need to live a great life in retirement?
Can I give my children a lump sum and still be ok in old age?
How much do I need to sell my business for?
We build a long-term relationship with you to help you meet your immediate goals, as well as ensuring your financial security now and in the future. We do this by using sophisticated financial modelling software to create your individually tailored dynamic Lifestyle Financial Plan. Your Lifestyle Financial Plan then acts as your road map to help you navigate to a great financial future.
We help you get financially organised and take care of the numbers and tax planning stuff, so you don’t have to.
We are available to clients in Glasgow, Inverclyde, North Ayrshire and Renfrewshire - Bishopton, Bridge of Weir, Brookfield, Elderslie, Erskine, Greenock, Houston, Howwood, Inchinnan, Kilbarchan, Kilmacolm, Langbank, Largs, Johnstone, Paisley.
We offer a truly personalised service and will work with you over the long-term to help you achieve your financial goals. Our service is designed as a premium service to a select number of affluent individuals who value integrity, expertise, professionalism and personal service.
Most of our clients are either high earners with a joint family gross income of £100,000 per year or more – or have total savings, investments and pension fund values of £250,000 +.
We help people considering a transfer of final salary pension benefits where the transfer value offered is £500,000 or more.
Affluent Financial Planning is authorised and regulated by the Financial Conduct Authority under firm reference number 173259
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