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.
We are an independent financial adviser who help our clients get more out of life.
We are very keen to get to know you and your family, properly and as such we promise to limit the number of clients each adviser has to ensure that they have the time to do this and provide you with what we feel is a truly bespoke service.
We genuinely care for each and every client - we want to be able to hold your hand when times are tough, to go the extra mile for you and to become your lifelong friend on what is a very personal journey.
We offer an initial ‘discovery’ meeting, the cost of which will be met by our firm. Once we have a better understanding of your needs and objectives, we will explain how we may be able to help and discuss our charges.
If we feel we get on well and we would like to work together, we will send you the relevant paperwork for you to review and return to us.
We then use cashflow modelling to map your future and consider various scenarios (an example of which would be shown in your discovery meeting.) We would then have a further meeting to discuss the options and agree on a plan.
We would then be able to complete a financial review where we would review all agreed aspects of your financial planning, including your underlying assets and advise on how these need to be structured to help you to achieve your plan.
We would then have an annual review. We would encourage you to contact us whenever you would like -whether that be to notify us of a change or tell us about your holiday!
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