To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ANA Financial has more than 25 years professional practice, in delivering the “art of the possible” to clients.
We consider our approach to be a large part in delivering the Client's ongoing need for constructive and helpful advice, without losing sight that simplicity is the ultimate sophistication.
The initial meeting is held at our cost and without obligation.
We fully appreciate entrusting a planner to help with your financial affairs requires a leap of faith.
That's why we will listen to you, to understand what you want and then show you how to achieve it, via a tailor-made plan.
Working at your pace, we explain our recommendations in clear, simple terms, believing simplicity is the ultimate sophistication. Then having agreed and implemented your plan, we meet regularly to ensure everything remains on course - literally running to plan.
It is only in this way that we can build an effective, long term relationship with you.
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