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 qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
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.
Based in Glasgow, Loch Fyne Financial is an award winning, independently owned investment advisory and financial planning practice. We specialise in the provision of comprehensive, Director led wealth management services to a select number of private clients and their families.
Loch Fyne Financial is a small but highly specialised firm, focused on quality client relationships, not quantity. We have created an environment where our team have the freedom to think, adapt, and thrive for the benefit of our clients - not focus on the pursuit of profit as the ultimate maxim.
We are a team of experienced finance professionals who understand the complex issues faced by business owners and their families. Our service extends beyond traditional financial advice; we gladly share knowledge and insight to add real value both personally and professionally.
Your bespoke financial plan will consider your business investments, family commitments and planned retirement time frame. As a result, you will gain clarity out of complexity and feel more relaxed and secure about your financial future. Our aim is to give you freedom to focus on your future and the things that matter most to you.
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