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.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
This qualification assessed a knowledge and understanding of portfolio investment management.
Fellow members will have passed the Institute’s fellowship examinations and have demonstrated five years relevant experience.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This examination assessed specialist supervisory knowledge and skills in the regulatory environment.
This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
Lexington Wealth is a multi award-winning Financial Planning firm. Named as one of the Top 100 Financial Planning firms in the UK, it is independently owned and specialises in helping clients live the life they desire.
Warren has won the Financial Planner of the Year and Lexington has been awarded the prestigious David Norton Excellence award.
Our clients are individuals and business owners, approaching or in retirement, who are serious about structuring their affairs to enjoy a lifestyle they've worked hard for. They appreciate we are a family business, focused on building long-term relationships through personalised service.
We host meetings at our offices, located in a quaint country setting, or via Zoom. The relaxed atmosphere provides an ideal environment for our highly skilled team to focus on you.
Our approach extends beyond traditional advice. We inspire you to pursue the life you desire. After we establish your goals, we create a bespoke plan to organise your financial resources so you can achieve your objectives.
As an independent firm, you can take comfort knowing our recommendations are unbiased and aligned to your interests. We focus on minimising risk and appreciate that things can, and will, change over time.
Our team will work in partnership with you, communicating regularly throughout the year. We never make a recommendation then walk away; our commitment to service will ensure you remain on track.
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