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.
Steve Danson of Banks Wealth Management has been giving financial advice since 1989. Banks Wealth helps our customers to think ahead and to plan for the future that they look forward to. We help our customers to put plans in place and then, importantly, we help you to regularly review the plans to check their progress. We can help assess plans that you have in place already and advise on suitable plans or investments for the future. We offer a free initial review where we can discuss your needs and our service.
Some of Steve's clients have been getting his advice for 20 years. We care about our customers and believe that putting a financial plan in place is only the start. We take great pride in maintaining regular reviews with our clients so that their plans continue to reflect their circumstances and objectives. Although we are a firm of Chartered Financial Planners, we maintain that we offer a competitive pricing package even when compared to less qualified advisers.
We care about our clients and our customer retention and satisfaction survey results reflect our success in providing a high quality service.
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