Alterno Wealth
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.
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.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
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
Here at Alterno Wealth we offer more than your average financial advice company. We are a boutique wealth management firm, large enough to offer real depth of expertise across a range of financial areas, and small enough to make sure we can provide excellent service, with a personal touch. One of the most important investments we make is time. We spend time getting to know our clients and developing relationships based on trust and a common goal: your success.
What can you expect from working with us?
- Personal Service
- Long-Term Support
- Fair, Flexible Fees
We value our clients and in addition to working directly with your chosen Financial Advisor, you will also receive support from our friendly team at head office who are familiar with our full client base and are always available by phone or email to answer any questions you may have.
We are proud to provide high quality, innovative financial planning solutions to clients from all walks of life. Over the years, our specialist and exceptional technical capabilities, precise work and attention to detail have earned us a firm reputation within the financial field.
As Pension Specialists we have significant expertise and experience in this area. Over the last few years, we have helped a number of clients with pension transfers and accessing funds.
We are one of only a very small number of firms who have an in-house Pension Transfer Specialist. This means we can arrange transfers from Occupational Pension Schemes efficiently and professionally without having to outsource any part of the process, giving you the confidence in knowing that our expertise and customer service remains throughout the entire process.
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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