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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
The Oswestry Branch is based on Salop Road next to the central car park. Two advisers Mark Evans, Ross Willan are based here and provide a friendly and professional service.
We provide expert advice on pensions and investments. We manage our own risk rated portfolios including Ethical Investments.
Our aim is to provide a relationship you can trust.
We have a full time compliance manager Simon Owen ably supported by external compliance consultants.
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