This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
I empower my clients to achieve their goals whilst helping to prevent potential risks associated with their financial affairs.
I recognise that each and every one of my clients are unique and as such I prepare individual solutions that we create in partnership together.
I am experienced and qualified to help you set and achieve your financial goals.
Planning your retirement
Maximising your returns
Protecting the people you love
Reducing your tax bill
Taking full advantage of financial planning opportunities
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