This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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. 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.
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.
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