To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
Simon has worked in Financial Services since May 1987. Initially as a stockbroker in both the UK and America before retraining to become a financial adviser in 2005.
The first appointment is always at our cost. As Independent Financial Advisers there are different ways that we can be remunerated for our services and this will be explained clearly at our meeting and provided in writing.
I focus on building long-term relationships with my clients and practice Holistic Financial Planning. I am happy to spend enough time with you as is required to firmly establish your your financial goals & objectives before moving forward and and recommending a suitable financial plan.
Porter & Company (IFA) Ltd is an Appointed Representative of the Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority.
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