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 the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
The AFH Financial Group has a team of Independent Financial Advisers, with headquarters in prestigious offices at AFH House in Bromsgrove. The AFH Group, founded over 25 years ago by Chartered Financial Planner, Alan Hudson has evolved into a company with a culture that focuses on working in partnership with clients and building long-term relationships based on mutual trust and respect.
I am personally based in the Worcester area, but I have clients all over the south half of the country, so distance is not an issue.
AFH works with every product provider in the market place so we will always find you the best possible solution to meet your needs or work with your existing arrangements to make sure they continue to achieve your goals.
I also hold all of the extra qualifications required in order to advise on mortgages, equity release and long-term care.
I have been a Financial Adviser for over 20 years now, and my main areas are Retirement Planning, Investments and Equity Release, although I am fully authorised and experienced in all areas of financial planning.
All clients receive an initial consultation to discuss how we can work together; it's vitally important that you feel you can trust your adviser and we can work together over the long term.
I take my time to fully understand a client's situation, to review any existing policies and present a very thorough analysis of my findings with a precise recommendation on how I think you should proceed.
I'm now a Chartered Financial Planner, which is the highest level of qualification in our industry, and a Fellow of the Personal Finance Society.
The Old Rectory, Bredicot, Worcestershire, Worcester, WR7 4QA
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.