An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
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 develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
The only sustainable basis for a successful client /advisor relationship is perfect mutual trust. We propose to earn your trust by telling you the undiluted truth all the time.
The only rational approach for an advisory relationship worthy of the name – and the only basis for an investment portfolio – is a PLAN. Be it as simple as a retirement income plan, or as ambitious as a comprehensive financial and estate plan, we cannot relate to each other successfully without one. A portfolio is never an end itself; it is a means to the end of your plan.
Our focus is on you, your wealth and your ambitions for the future. We give you the confidence that your financial affairs are positioned for the long-term, within the context of your personal situation and future objectives with the flexibility to adapt as circumstances change.
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