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 examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
At Bespoke-Advice our sole objective is to provide you with good advice and a great service.
We understand that no two people have the same circumstances or experiences and take care to tailor our advice to your individual needs and requirements.
We believe that your understanding is a key part of the advice process. We want you to know exactly what we have recommended, why, and what the risks are. For this reason, we will always take time to explain and clarify our advice.
We are committed to providing the highest standard of financial advice and service. Your interests are very important to us.
In providing our advice and services to you, we will:
• Be open, honest and transparent
• Not place our interests above yours
• Communicate clearly, promptly and without jargon
Progress House, 404 Brighton Road, South Croydon, Surrey, CR2 6AN
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.