An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP 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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Crystal Wealth is a team of eight, truly independent financial advisers with well over two centuries of experience between us. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West.
We provide the right financial advice, and actively track financial performance against your unique goals. Financial decisions are among the most important life choices you can make. By taking professional control of your financial situation we will help you to secure a comfortable life for yourself and your family.
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