This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I approached Gregory because I needed to invest a sum of money safely for my two daughters which would not involve them in being penalised by a heavy Inheritance Tax bill. I chose to do business with him as he had proved helpful to my daughter in the past. Gregory helped me by suggesting a Trust Fund would be the most appropriate place for the sum of money I was able to put by, and yet have access to if necessary. The result was flexibility and control with the benefit of being highly tax efficient. One thing I really liked was his careful, well thought out approach and the clear way in which it was delivered. I found the experience made me feel that my investment was in safe hands, that my daughters and I understood what was happening and felt happy that our questions had been answered with confidence and clarity. I would recommend Gregory to people who appreciate clear and concise options and definite decisions.
Celia Waters, United Kingdom
I started my career in the Financial Services industry as a financial planner in 1987, gaining considerable experience in all areas of financial planning. It is my objective to ensure that my clients achieve their financial goals through unbiased and professional financial planning.
Alexander House Financial Planning is a pioneering Independent Financial Services company which offers impartial financial planning advice to a loyal, expanding base of successful clients. Our accomplishments have been built around three core principles; integrity, professionalism and impartiality. This, coupled with our passion for a creative and innovative technical approach to financial planning, ensures an exclusive, bespoke client service that is second to none. Alexander House Financial Planning Ltd is an appointed representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority.
My specialist areas are 1) helping people plan their retirement income and providing an ongoing service to ensure their objectives continue being met , 2) providing tax efficient investment solutions to meet their goals (capital growth or income) and 3) helping my clients pass on their assets through tax efficient estate planning.
I also hold the specialist pension qualifications that allow me to advise on the viability of occupational pension transfers.
Where to find us
Head office address: Amberley, School Road, Thorney Hill, Bransgore, Christchurch, Hampshire, BH23 8DS
An IFA practice focusing on you, the client. We take pride in helping you achieve your financial goals. Our promise is to deliver our advice bespoke to your individual need. 90% of our client base is from referrals, a fact we are very proud of.
Having worked in the financial services industry for many years, we have come to appreciate the different and wide ranging needs of our clients. We recognise that our success depends on the service we provide for our clients and the reputation we enjoy.
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