This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.
To achieve the Associateship grade, individuals would be required to have 6 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.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
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 UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
George Travis Ltd, Chartered Financial Planners
We provide bespoke, independent Financial Planning, Wealth Management and Investment Management advice across Cheshire, North Wales, Wirral, Merseyside and Shropshire. Investments, Pensions, Mortgages, Life and Illness insurances (protection) for individuals, trustees, charities and businesses are the main areas of our support.
We are a small firm based in Chester with offices easily accessible for our clients based in the North West and those further afield in the UK. Because of our size and constitution, we pride ourselves in being able to offer an unrestricted, focussed and ‘tailor made’ approach to suit each of our clients’ needs.
We are completely independent and are not tied to, or allied with, any other financial organisation and so are not compromised in any way by our recommendations. We are entirely free to offer advice covering a wide market in a manner that we feel best suits our clients.
We are fully owned by our working director(s) and are pleased to hold Chartered status as granted by the CII (Chartered Insurance Institute). This accolade is recognised as a pinnacle of professionalism for businesses that offer Financial Planning advice.
Investments and Savings.
Pensions and Retirement planning.
Estate and IHT planning.
Long Term Care.
Mortgages (Conventional and 'Lifetime').
Financial protection (Life, Health, Illness and Disability insurances).
Business support (SME's- Shareholder protection, 'Key person' Auto-enrolment).
Planning for children.
Assistance with legal documents (Wills, Powers of Attorney).
Share and Investment administration services ('Lost' paperwork, identification and verification).
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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.