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.
CFP - Certified Financial Planner Licence (CISI)
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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.
What our clients say
Our relationship with Richard Kafton and Cedar House has lasted many years, through the good times and the more difficult. This relationship has now expanded to the next generation with a number of my children now using Cedar House for their own needs as their families have grown. We wouldn't hesitate to recommend Richard and Cedar House as we really appreciate the personalised service and support we have received.
Dr Eleanor Clare Lipman, Hendon
Appointing Cedar House as our new advisers has resulted in a radical improvement in how we deliver our corporate benefits to our staff. Cedar House's professionalism, high level of service and engagement has given me a new level of confidence that all our benefits are being well taken care of.
Graham Brown, Director, Zeta Compliance plc, Bicester, Oxon
About us
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 services
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.
Where to find us
Head office address: Cedar House, 179-181 Bramley Road, Oakwood, LONDON, N14 4XA
Talking about your financial situation, hopes and dreams isn’t easy. We’re here to offer an independent and impartial service, with access to Whole of Market products, to ensure you get the best plan in place.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
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