To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I have been a financial adviser for over 20 years during which time I have enjoyed building strong, long term relationships with my clients. I believe that trust and honesty are the key to providing personalised, quality advice.
I can offer you bespoke independent advice on all areas of financial planning including investments, pensions, protection and inheritance tax planning needs.
I specialise in investments and pensions, taking a "big picture approach". Through the use of detailed cash flow planning, I can show you how your financial provisions are on track to meet all your future needs, and work with you by providing bespoke advice and guidance to address any shortfalls you may have. During our annual reviews, we can check your progress and make any changes necessary to keep you on target, a well as adapting to any changes in your own situation.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.