To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
The business was established in 1978 to provide Independent Financial Advice to clients residing in the South Manchester and Cheshire area.
The business has evolved over the years and we now have clients throughout the UK. In recent times we have started to establish business links in London.
We have a small but strong team based approach to looking after our clients and have built many trusted relationships. These include quality professional connections. We are also currently looking to recruit both advisers and administrative staff to join our team.
We believe in long term client relationships. Many of our clients are long standing, but we continue to add new clients.
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