The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
AFH is one of the largest IFA firms in the UK, with over 300 advisors nationally and with over £5 billion of assets under management.
We believe wholeheartedly in using our size and economy of scale to drive down costs and then pass savings onto you, so you will probably enjoy a better future with us.
We are first and foremost Independent Financial Advisers, looking at your whole financial planning needs with products and services from the whole of the market, ensuring that we build a blueprint for your future financial security and remain by your side throughout.
We offer services to individuals, charities and specialise in helping owner managed businesses so can help take away the financial worries and let you get on with running your business with a trusted AFH partner by your side.
The AFH approach to financial planning is to deliver a total package of wealth management services, specific and personal to you and your families and your businesses needs.
We do this by listening and understanding what you need and include:
Managing your money day to day.
Preparing for your 'silver age'.
Mastering your tax rate
Protecting your estate after you've gone.
Looking after your loved ones.
Making the most of your mortgages.
All initial meetings are free of charge so please contact me to discuss how you can benefit from our unique approach.
4 Ockendon Road, Upminster, Essex, RM14 2DN
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