Generational Wealth Management
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I am an Independent Financial Adviser with Generational Wealth Management and a passionate advocate of really getting to know my clients, to understand what they want to do and where they want to go. I have been in the industry since 2008 and have experience of working in a number of different firms, from large Wealth Management organisations, to Private Banks and Chartered Accountancy firms.
We specialise in the following areas:
-Retirement and Pension Planning
-Inheritance Tax & Estate Planning
-Trust Advice and Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits
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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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