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.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Gilliand Neilson Brown are Chartered Financial Planners ensuring you receive advise of the highest standard. We provide independent advice, on a time based fee basis or commission can be chosen for insurance and annuities for more flexibility to suit your needs. Our success depends on client loyalty, we will therefore never recommend products which, in our view, are overpriced or unnecessary. We are not tied to any company and do not work to sales targets, believing they are detrimental to client interests in a professional environment, where trust is essential. We aim to provide the best client experience possible as we are not a large national business with pressures from management. We can therefore spend the appropriate amount of time with you to ensure we assist in helping you reach your objectives. We have an excellent track record of achieving strong returns for client's portfolios, no matter what their risk profile is, albeit there is no guarantee on future returns. We have easily accessible office space in Glasgow City centre but if you prefer us to come to your home, or place of work, then that can also be accommodated.
We sell advice not products. We help minimise your tax liabilities, have a history of excellent portfolio returns, are very competitively priced for the level of service provided and our advisers are amongst some of the most highly qualified within the industry. So you can rest assured you are in a good safe pair of hands. We are not risk takers with your hard earned cash. We are very conscious of protecting the downside as much as possible whilst trying to target the level of returns you need.
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