This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
What our clients say
Ryan assisted me with my many pensions and retirement planning recently. It was a pleasure from start to finish. It was a subject I had been putting off and dreaded the thought of having to go through things. Ryan is a very personable and professional adviser who guided me through the whole thing in "layman's terms" so it was understandable. He is very efficient and diligent so have felt very secure with him not only looking through my personal details but also for the future planning. I was so impressed, I have agreed to stay with him so he can review my investments yearly. He is also very easy to contact and answers very quickly which is rare with other professionals.
Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone is now one of the UK’s largest Chartered financial planning firms.
At Fairstone we understand how important it is to make the most of your money and we aim to deliver outstanding service to all of our clients whatever their financial needs or aspirations.
We regularly analyse the marketplace to deliver only the highest-quality product options to our customers whilst ensuring that every customer is offered the widest possible choice of financial products and services.
The entire customer journey is conducted in a friendly yet professional manner, with an efficiency that demonstrates how we go the extra mile in delivering unfailing customer satisfaction.
Every interaction is customer-centred, with individual and specific advice designed to identify and develop a solution which is unique to each customer.
Where to find us
Head office address: California Close, Sutton, Surrey, SM2 6DQ
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