To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I have been a Financial Adviser for over 30 years and my practice offers a range of fee payment options to suit all clients - the cost of an initial consultation is met by me. I specialise in providing expert solutions to clients requiring advice in relation to financial protection, establishing and reviewing pensions and investments, assessing options at retirement as well as Inheritance Tax planning. I work as part of the national IFA firm 2plan Wealth Management Ltd.
I can provide an in-depth analysis of your current situation, and provide planning projections for savings /investment needs as well as income in retirement and help you work towards achieving your goals. This could involve protecting your family financially against death or illness, saving for school & university fees, saving for retirement, and also how best to structure your pension arrangements when you reach retirement. At this stage, it is also common to advise on strategies to reduce any Inheritance Tax liability that you possibly may have on death.
9 Kennedy Crescent, Tranent, East Lothian, EH33 1DN
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