New Equilibrium
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
I understand the worry of managing a financial future having three primary school aged children of my own. The current uncertainty of what is going on in the world coupled with the complexity of the financial services industry has meant the worry of the future has never been more acute.
With both an office in Sidmouth and also working from home in Hemyock, I cover the whole of Devon and Somerset. Any initial conversation is at my expense and can take place in person, online or over the telephone.
I have a relaxed approach to holistic financial planning but will offer the same diligence and consideration creating your plan as I put into my own.
Beyond being a financial planner I am also a father, husband, Veteran, sailor and surfer.
You will receive holistic financial planning that will grow your wealth towards retirement during the working years of accumulation. I have specialist skills in tax planning for high earners, capital gains tax and Inheritance Tax mitigation for family wealth preservation.
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Telephone
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Online (Live chat, video, email)
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Face to face
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