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.
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 qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
Green Lane Financial Planning is run by Maxine and Sarah. We are a mother daughter team, with a long-standing business relationship and we work from our office in Broadstairs. We have been working together since 2013 and our vision for our own company started to take shape in 2015 when Green Lane Financial Planning was initially set up.
We are an appointed representative of R. J. Hurst & Partners Ltd, this means that we are a small friendly business but our link with the Hurst Group gives us the resources of a larger organisation. This includes a highly efficient team of administrators to support us, an investment committee which we participate in and compliance support, to name a few.
We service a long-established client bank across Kent and London.
We aim to be approachable – we have made a clear decision to move away from the stereotypical grey suits of the financial
We take the time to understand your financial values and goals and then help you to put your money to work for you to achieve the future life you want. We are part coach, part teacher and will help you to formulate your life plan and progress check it. We won’t ‘pigeon hole’ you, the advice we give will be bespoke and tailor made to your individual requirements.
Maxine is a specialist and accredited Later Life Adviser and Pension Transfer Specialist offering advice to cover all types of pension contracts.
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