This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
Niche Chartered Financial Planners are a multi award winning firm owned 100 per cent by its employees - all our advisers and staff possess a shareholding in the company. This means we go above and beyond to provide you with a great service, ensuring you receive the highest quality financial advice.
Here at Niche, you will...
• Get independent advice: Independent Financial Advisers have access to the whole of the market. This means you'll receive advice that is truly tailored to your situation. No matter what.
• Pay a fixed fee: A fixed fee means your costs are fixed from day one. So you'll know exactly what you are paying for and how much it will cost you from the very beginning.
• Receive a great service: A great service starts with a great team. And because we are a Chartered firm owned by our employees, you can guarantee we'll go above and beyond.
15 Brynymor, Five Roads, Carmarthenshire, Llanelli, SA15 5DX
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.