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.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
With more than 30 years experience of helping clients to plan and achieve their personal and business financial goals, we understand the importance of treating every one of our clients as an individual.
Our business philosophy places our clients at the centre of everything we do. We realise that our success depends entirely on having satisfied our clients. In other words, without you, we have no business so we recognise the importance of putting your long term interests ahead of short term ones.
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