To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We have over 25 years of experience in financial services and advise clients from business start-ups up to retired executives.
We are happy to initially discuss your situation free of charge to allow us to see if we can help, and in some cases, point you in the right direction if financial advice isn't something you need.
We are based Tanworth-In-Arden, in Solihull, and work from a barn conversion office that we have recently finished refurbishing. We are local to many towns in the surrounding area such as Knowle, Dorridge, Henely-in-Arden, Solihull and are regularly in central London where we also have clients who are based in the city.
We pride ourselves on being great communicators. We take time to meet with you and understand how we can help and then provide regulated advice on the best way to achieve this.
We can offer you expert advice on:
Pension Reviews - Will your pension be enough to look after you in retirement? | Could you benefit from pension consolidation? | Is your pension performing as well as it could be? | Does your pension reflect your attitude to risk?
Investments Review - Are you using all of your tax-free allowances by spreading your investments over various tax wrappers? | Are your savings producing a good return on investment?
Estate Planning - Do you know your estate's current exposure to inheritance tax? | Do you know about insurance policies that can be used to mitigate inheritance tax?
Life insurance - Do you have the right life insurance for you and your family? | Do you own a business and want to claim your life insurance as a business expense?
Whatever financial advice is you need, we will do our best to help.
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