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.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
Amber Wealth's vision is to create a personal ongoing planning service for individuals and companies alike, to enable growth, prosperity and guidance tailored to their needs.
What we do is simple. Amber helps you plan your way forward and choose the best steps to take to protect and grow your investments. Be it Pensions, Mortgages, Protection or Tax – we can help provide specialist advice to suit your needs. We explore the whole of the market and provide clear understandable advice.
Amber is also involved with Corporate/Business Planning, helping you plan your way forward and choose the best steps to take to protect and grow your company. Not only does the planning process help businesses to succeed, it helps businesses to determine when new directions and changes are needed.
In addition, Amber's Accountancy practice helps small family businesses, larger corporate entity and those just starting out as a sole trader – our proactive approach to accounting and tax affairs can enable your business to thrive.
Formed 22 years ago by Managing Director John Fissenden, Amber Wealth has prospered throughout this time, an endorsement of the professional and transparent service provided which leads to long-term relationships.
Our team of highly qualified professional advisers and accountants are passionate about how we help clients. Our experiences have given us a personal insight into our client’s goals in life, and we always aim to bring more to our client relationships than purely the financial benefits of planning.
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