To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
We work with people from all walks of life. Our clients are people with families, pension plans savings, and investments. The thing they have in common is that they value independent and expert financial advice and appreciate the benefits this can deliver.
Our advice is highly personal and we aim to establish long term relationships with clients based on trust and our ability to deliver worthwhile and appropriate advice. The fact that virtually all our new clients come to us by referral indicates we may have got this right.
In the business arena our core market is SME, often family owned businesses, and we provide a comprehensive Financial Planning service dovetailing needs of individuals directors/senior managers with corporate objectives.
Our current clients range from several hundred employees to sole proprietor businesses.
Retirement planning is what we do really well. It is a complex field with ever changing pension and tax rules and we keep very much up to date. We have a robust, disciplined and well researched investment process based on client specific levels of risk that aims to meet, if not exceed, expectations.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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