This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
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.
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
A Senior IFA of many years standing, I’ve twice been the recipient of Financial Times Investment awards.
I deal with a full range of clientele ranging from medium to HNW individuals. A solutions-focused provider with extensive technical knowledge, I have the ability to unravel and address complicated financial planning situations. Personable and dedicated, I build and maintain an individual approach with each of my clients, seeking to provide them with the best possible outcome. I work with them to tailor long term bespoke financial plans which meet their individual needs.
Level 4 Diploma in Financial Planning (DipPFS)
G60 Advanced Pensions
G10 Taxation & Trusts
CF8 Long Term Care
RO1 Financial services, regulation and ethics
FP1 Regulatory paper
FP2 Protection savings and investments products
FP3 Identifying and satisfying client’s needs
The Financial Planning Certificate (FPC)
AF7 Pensions Transfer (pending)
ER1 Equity Release
PFS Member of the Personal Finance Society
London Institute of Banking and Finance Diploma in Advanced Pensions
My focus over many years has been on providing a first-class service to all clients that have engaged me as their adviser. I’m a firm believer in developing and maintaining long-term relationships and as a result I have a number of clients who I’ve been advising for over 25 years.
I provide clients with detailed forecasts which gives them a clear understanding of their financial position, both now and in the future, helping them make sound, rational financial decisions in line with their individual risk profiles.
I provide a wide range of investment and savings advice (including traditional ISA, unit trust and OEICS, investment bonds, both onshore and offshore, to more specialist plans such as employer share schemes and advice on the taxation benefits available).
Retirement advice includes Final Salary pension
transfers when appropriate, pension consolidation, FAD, annuities and hybrid arrangements – each dependent upon specific client needs.
Most recently I’ve been providing expert advice and guidance in a role as an Adviser to clients by creating detailed forecasting using specialised cashflow forecasting and using an in depth Investment analysis to provide holistic financial planning.
While unbiased.co.uk endeavours to verify the information
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.