This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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 qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
AFH has a network of more than 200 independent financial advisers across the UK to work together with clients to plan their financial goals, with many offices nationwide. AFH work with a financial planning-led wealth management mindset, believing that an effective financial plan can help you to make the most of your money. With nearly 30 years of experience, AFH use their expertise and size to drive down costs for their clients and continue to work towards offering them the best service possible. True to their belief that good financial advice shouldn’t cost the earth. Mike specialises in the pension and investment area's where through his independent approach allows him access to a wide number of solutions and the best providers within the market. Mike has continued to increase his knowledge in the financial service field as he is passionate about adding value to all clients and improving ,where possible, there personal position moving forward. As a Chartered Financial Planner and Pension Transfer Specialist he holds the highest qualification within the industry. Mike also holds certificates of Recognition in Later Life Care, Equity Release and Mortgages.
We have collectively spent years in the market enabling clients to meet their goals and aspirations. We keep up to date with the continual changes in the investment and pension world which ensures we are aware of the best routes and alternatives available to our clients.
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