Fairstone Financial Management (City) Ltd
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 an ability to analyse financial protection planning issues.
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.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
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.
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.
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 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 investments and the management of investment portfolios.
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 the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
Fairstone is a national financial advisory and wealth management group which incorporates Fairstone Financial Management and Fairstone Financial Management (City), together these entities make up one of the UK's largest corporate Chartered Financial Planning firms.
We combine market knowledge, specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner.
We are committed to delivering bespoke, whole of market advice, without limitations.
A complimentary initial meeting allows me to analyse your situation and understand your personal and financial objectives.
From there, I will put in place a financial plan to help maximise your current and future wealth. Through a long term relationship I will regularly monitor and review the strategy to ensure it remains suitable given changes in your circumstances, legislation and market developments.
I enjoy advising clients with complex financial planning issues to those just starting out in their careers. I advise on the following areas
Retirement Planning
Investments
Protection
Mitigating Inheritance Tax
Financial planning in Divorce
Estate and Succession planning
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Face to face
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