Friendly Wealth Management
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
About us
We are very proud to offer our clients access to Chartered Financial Planners who are qualified and experienced in specialist areas such as Pension Transfers, Retirement Planning, Investment Planning and Tax Planning and more. Chartered Financial Planner status shows the highest and most prestigious level of professional achievement.
Our services
At Friendly Wealth Management, we are proud to be able to offer independent financial advice. We believe it is important that we are not restricted in any way at the point we recommend a financial solution to you. In order to ensure this we do not have any contractual relationships in place which require us to place business with any particular provider of products or funds as we believe this would compromise our independence and create a conflict of interest when providing advice.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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