To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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 am a Chartered Financial Planner and Certified Financial Planner (CFP) practitioner.
I work with successful, ambitious small business owners and professionals (in the public and private sector,) who are looking to:
- Make sense of what they have already saved and accumulated.
- Protect themselves, their families and businesses from the effects of potentially difficult events.
- Plan how to use their resources to secure the future they want and deserve.
- Understand and organise their financial plans to achieve their long-term goals.
Life Assurance, Critical Illness Cover, Income Protection for individuals, families, and small businesses/business owners.
Investments and Regular Savings:
Tax-efficient savings solutions, for every goal you have with your money, including: ISAs, Pensions, Unit Trusts.
Getting ready for retirement and managing your financial planning through retirement, including: pension reviews and consolidation, cash-flow planning, managing risks within your portfolio.
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