To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Salisbury is my home town and I will regularly travel to see clients in their own home, office, or a mutually convenient venue.
I will often travel around Wiltshire, Somerset, Dorset, and Hampshire to provide an engaging and proactive service to clients.
I offer video conferencing in order to provide our full advisory services or keep in touch with clients between regular reviews. I have found that being able to keep up to date with any changes in a clients' circumstances or needs at short notice, and provide more immediate advice is a highly valued service.
My particular areas of interest are investments including ESG (environmental, social, and governance portfolios), pensions both pre and post retirement, and inheritance tax planning. I work with corporate clients, trustees, and private clients providing holistic financial planning and advice, which may also involve recommending suitable insurance to meet protection needs.
I will regularly work with other professional advisers such as an accountant or solicitor. Being well organised, I find that acting as the key individual between various professionals and client in more complex affairs ensures nothing is missed, and provides peace of mind.
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