Imagine FP Ltd
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.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
" Plans are useless, but planning is essential " - Dwight D. Eisenhower
Developing a complete understanding of your financial position at retirement can be challenging. You may need to validate your own calculations or benefit from structured support to navigate the complexities of today’s financial world.
We utilise dynamic technology to minimise complexity and clarify your financial arrangements. So, as you approach retirement, Imagine will guide you through the opportunities and challenges you may face, supported by our innovative and plain-speaking approach.
Who we serve :
Retired, or close to it
We specialise in working with clients who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
Diligent saver
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving they have accumulated a retirement nest egg of at least £250,000
Nice people
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
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Telephone
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Online (Live chat, video, email)
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Face to face
Imagine FP is a trading name of Fairstone Financial Management Ltd.
Fairstone Financial Management Ltd, is authorised and regulated by the Financial Conduct Authority- FRN: 475973.
Registered in England and Wales no: 05574120. Part of the Fairstone Group
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