To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
What our clients say
David helped me arrange my life assurance investment and pension affairs in order removing the hassle and administration burden which had built up. Many thanks
Clara Jackson, Glasgow
Thank you so much for all your help pre and post retirement. Couldn't have done it without you.
Mr McAuley, Edinburgh
David has helped me and my family manage our affairs for many years now. Highly recommended to anyone thinking of engaging an adviser.
Mr D Scott, Lothian
Executive Wealth Sevices is a highly regarded financial planning firm based in the centre of Edinburgh.
· Fairness - we charge our clients explicit fees that are commensurate to the service that we are delivering
· Value - we aim to maximise the value for the client by delivering the service at the best price
· Client needs - we have built our propositions around what our clients need and want.
The more you know about us, the more you will want to get to know us.
Where to find us
Head office address: 21-23 Thistle Street, Edinburgh, EH2 1DF
I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.