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 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
Thank you so much for all your help pre and post retirement. Couldn't have done it without you.
Mr McAuley, Edinburgh
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
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 am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
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