Forty One Consulting Limited
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
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.
We are a firm of Independent Chartered Financial Planners and work with you to provide solutions to your financial needs. Our areas of specialism include: Pensions, Money matters in divorce, Savings and Investments, Taxation, all Protection contracts including Life Cover, Income Protection and Critical Illness. We are Resolution accredited IFAs allowing us to work in both collaboratively and traditional cases.
Putting you at the heart of our business is a natural product of the advice process we follow. We identify your needs and then plan how these can be met. This Holistic approach builds on what we learn about you and your aspirations, giving you confidence that your financial needs will be met.
We help by:
• Taking time to gather in-depth research of your needs;
• Undertaking detailed analysis relating to potential solutions;
• Creating a personal action plan for you;
• Implementing those proposals and
• Monitoring outcomes on an ongoing basis and re-adjusting as necessary.
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.