To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Chris Bibb Independent Financial Advice Ltd is a professional firm focused on adding value by providing the best service to its clients and their families in meeting their financial planning needs throughout life.
We do this by taking time to understand you as an individual, what is important to you and your financial goals. We then do our utmost to help you achieve those goals through the provision of sound, impartial, unbiased and of course wholly independent advice, implementing strategies and regularly reviewing those agreed strategies to ensure ongoing relevance and effectiveness.
Chris Bibb Independent Financial Advice is there for its clients in bad times as well as good. A particular source of pride is the very high number of clients that recommend us to their family, friends and colleagues. In addition we are honoured that many of our clients’ families continue to place their faith in us to handle the family’s financial affairs when the client has passed away.
Whatever your financial goals you will find us ready and willing to help you realise them
Please take a look at our many testimonials on our website.
We are highly skilled and experienced in retirement and later life planning, including Defined Benefit Pension transfers, Discretionary Investment portfolios, equity release, long term care, mortgages and protection against the unexpected.
Everything you would expect from quality Chartered Financial Planners.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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