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.
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 examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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.
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 the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.
Our focus is to inspire creative ideas, to install and build financial confidence, and to empower you to live life to its fullest – a life lived without fear of ever running out of money.
We do this by implementing strategic financial plans designed to help you achieve and maintain your version of financial independence as quickly and as tax efficiently as possible.
We act as the financial steward to your family’s financial future. We always act with the highest ethical standards, and look to build life-long relationships based on mutual respect and trust.
We promise that throughout our relationship you will not find another adviser who cares as much as we do about your long-term success.
In simple terms, we combine inspirational lifestyle planning with expert independent financial advice.
We’re naturally curious about your life, taking time to carefully understand your hopes and fears for the future. This means we will be asking you meaningful questions about your life (past and present), and truly listening to the answers you give.
We will then collaborate on your personalised financial plan, which will help to answer expensive questions you may have surrounding your finances. Questions such as:
- ‘Do we have the right building blocks in place to live the life we want for our family?’
- ‘When will I be able to afford to retire/make changes in my life?‘
- ‘What happens to my family if I die or become seriously ill?’
- ‘Will I ever run out of money?‘
- ‘How can I be more tax efficient?’
- ‘How much do I need to sell my business for to achieve the lifestyle I want?’
The financial planning process we will go through will remove any anxiety you may be feeling about your finances; will provide you with clarity about wealth creation; will showcase proven and back-tested methods of wealth preservation; and will give you the confidence of leaving behind a meaningful legacy for your loved ones.
Where emotions are troubled, you are most likely to sabotage your plan. We therefore work with you to first understand any past negative feelings about money, and then put in place the right framework to ensure moving forward you don’t make the wrong decision, at the wrong time, for the wrong reason.
We offer a wide range of services for both personal and corporate clients, which are designed to maximise your ability to achieve and maintain financial independence.
Innovation Centre, Silverstone Park, Silverstone, Northampton, NN12 8GX
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