Fleet Street Wealth Ltd
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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.
At the end of this unit candidates should be able to demonstrate their ability to understand the role of the paraplanner in providing financial services, and evaluate and analyse the customer's financial circumstances to provide potential solutions
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
Fleet Street Wealth is fully independent, with access to the whole range of financial products on the market. We are proud to be a chartered firm as it means that we have achieved the highest standards of professionalism.
Fleet Street Wealth is a Chartered, independent, fee-based wealth management firm focused on providing independent, well researched and bespoke advice to individuals, companies, trustees and charitable bodies. We help bring structure, analytical rigour and oversight to firms and individuals alike and remove the burden of administration.
Our business is about people; our clients, our employees and those that work in our profession.
We have strived hard to build the reputation we now enjoy but we recognise that this will only continue whilst we put our clients first, observe the highest ethical standards and act with integrity at all times.
We recognise that placing the management of your monies in the hands of another requires a great deal of trust As a result, we take great care in who we recruit, selecting highly analytical, interrogative and intuitive individuals who together contribute to a market leading firm with a clear sense of prioritising the interests of clients within a strong values led culture.
Our independent wealth advisers provide transparent, strategic advice based on a thorough analysis of a client's position with the help of an experienced research team and sophisticated cashflow modelling software. The deep audits thereafter ensure one's financial affairs are competently managed and clients are regularly updated.
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Your home may be repossessed if you do not keep up repayments on your mortgage.
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