To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Unlike most financial planning firms, we only charge fixed, flat fees for our advice. This means we won’t ever take a percentage of your pension or investment values.
In our view this is a fairer and more transparent way to charge for our services.
We offer meetings in person or via online meeting software such as Zoom or Microsoft Teams
We specialise in working with clients who want to get a grip on their finances in order to retire in the next few years.
We create your bespoke retirement strategy by discussing with you what your retired life looks like, and how much income you’ll need each year to pay for your desired lifestyle.
We factor in your current and future retirement income streams (such as the state pension, rental income and final salary pensions), which allows us to see what your income shortfall is each year.
We use sophisticated software to calculate what size of assets are required to generate enough income to fill this shortfall.
Using your existing pensions, investments and savings as a foundation, we will pinpoint exactly what action needs to be taken to grow your assets to the required level, and how you how quickly this can be achieved.
Askaig Newington Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.
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