To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Fish Financial are a highly regarded wealth management firm that provide proactive financial planning advice to HNW clients. We understand the importance of combining investment, tax and cashflow planning advice, and also that an ongoing attentive review service is crucial to delivering desired client outcomes.
Our Team, currently 13 strong, comprise chartered financial planners, paraplanners, operational and admin staff, a tax adviser, and qualified financial advisers.
Financial Planning, Cashflow Modelling, Investment advice, Tax planning
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