To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the Associateship grade, individuals would be required to have 6 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.
We have been looking after some clients on an ongoing basis for almost 40 years. Many are individuals or families, but we also work for a number of family trusts and small companies. There are four reasons why we have survived and grown, when so many other firms have disappeared, we give the best advice through changing times, we've maintained our independence, we've never grown too big and we're frank about fees.
We offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances.
Taking a diverse range of needs and formulating a simple to understand overall financial plan to help achieve your goals.
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