This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses the candidate to develop in depth financial planning skills related to business.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of financial protection plans.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
I have been working in the Financial Adviser industry since 2002 and have worked for Fairey Associates since January 2016, having previously worked in London.
I hold the Chartered qualification which is the gold standard in financial services. With my experience and commitment to my profession, I have built up an extensive amount of knowledge and expertise to assist my clients in their financial planning needs. I care about my clients and always want to do the best for them.
I provide professional, holistic financial advice to a range of clients, helping them to plan for their future.
I am, and will remain, fastidiously independent in order to consistently provide clients with my very best advice.
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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.