Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.
We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible service to our clients.
Our expert financial planners offer you personalised advice that is tailored to your life and future goals.
Our independent financial planners can advise you at each stage of your financial planning journey.
• We can help you take the right steps to grow, preserve and manage your wealth in a tax efficient way.
• We can build a bespoke investment portfolio to help you make the most of your money.
• Whether you are looking to retire early or maximise your pension income, we can help you enjoy a worry-free retirement.
•We can ensure your wealth is passed on in the most effective way to the next generations.
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.