To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are based in South Oxfordshire and South London and provide independent financial advice to individual and corporate clients. Our company specialises in finding you the right solution with knowledge, transparency, integrity and commitment.
We can advise you on a broad range of issues including:
Savings and Investments
Inheritance Tax Planning
Francois van der Merwe is based in Oxfordshire. He is an Independent Financial Adviser and Actuary with more than 20 years' experience investing for Institutions and Families.
Ana de la Quintana is based in South London. She is an Independent Financial Adviser and Pensions Actuary with a background in Corporate Pensions and Employee Benefits. She specialises in Pensions and Investment Advice.
From our roots in actuarial discipline we find pensions a natural fit. Our collective deep experience in professional investing also sets us apart from many financial planners.
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