To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I was about to go through a divorce, and Rupert helped me engage with other professionals that were very helpful. With the Solicitor and Rupert, I found this time much easier than it could have been. We have met regularly, and my financial plan has changed many times over the years, given my changes in circumstances. Rupert has been very patient with me. I have recommended Rupert and Bramley Financial Planning to friends.
John Docherty, Shalford
I first saw Rupert at Bramley Financial Planning, as I was nearing retirement. I had a number of pensions that I wanted to condense. Rupert spent his time analysing these pensions, to check there were no shocks, such as guarantees. We then went over what my options were for income in my retirement, and how best the pension was to be invested. Rupert was very thorough and a delight tot deal with. We spoke regularly during the first months of my retirement, and I know he will always be at the end of the phone for me.
Chris Jenkins, Godalming
Rupert’s move to Smithbrook Kilns recently has made it very easy for me to see him from my home in Bramley. We normally meet twice a year. Rupert helped me with a Final Salary pension I had with my previous employment. My health has been poor, I am divorced and I also wanted to retire early. Rupert took a lot of time to look at the options available to me. The decisions have given me far more freedom and a great understanding of my pension and finances. I find Rupert very easy to talk to and straight talking.
David Jones, Wonersh
We are Financial Planners based in Smithbrook Kilns.
We help people in Bramley, Wonersh, Godalming, Guildford and the surrounding area plan their retirement.
Typically, we advise people who:
• Are hoping to retire soon
• Want to finish work now
• Have already retired
We also work with those who have inherited money, wish to review their investments, or simply want a financial plan to ensure they achieve their goals in life.
Using our experience, knowledge and skills we will help you make sense of retirement, creating a financial plan to deliver the life you want.
We are financial planners. That means we put you before products.
We will start by understanding you; your current financial concerns and challenges, as well as the aspirations and objectives you have for life.
We’ll then put together a financial plan to deal with the short-term issues and deliver your longer-term goals.
Only then will we, if necessary, consider financial products, which is where our independence really benefits our clients.
We are financial planners: That means we put you before products.
Local: Our offices are in Smithbrook Kilns. Our clients tend to live locally, too. In Bramley, Godalming, Wonersh or Guildford.
Personal: All clients get Rupert’s full attention, 100% of the time.
Independent: We provide independent financial advice. That means we work for you, with no restrictions placed on us by third parties.
Specifically, we provide independent financial advice on:
• Investment planning and portfolio management
• Pre and post-retirement
• Inheritance Tax Planning
• Savings and Investments
Where to find us
Head office address: Wonersh, Wonersh, Surrey, GU5 0QJ
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