Old Mill
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We’re a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.
Our collaborative approach and brilliant processes will help to make those dreams a reality, starting now.
Old Mill is one of the leading financial planning firms in the South West and believe that a well-managed, individually tailored financial plan sits at the heart of helping you to effectively manage your wealth and achieve your financial objectives.
As a wealth management client your dedicated financial planner will work with you on an ongoing basis to provide bespoke advice and guidance as part of our detailed financial planning process.
Similar advisers near you
Legal information
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.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.