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.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
Personal Financial Designs was established in Worthing in 2009. The business owner, Andy McQueen, has been providing high quality financial advice to individual clients for over 30 years.
We provide advice on all areas of investment, retirement planning and Inheritance Tax planning so whatever your objectives, we can almost certainly assist you.
Our aim is to design financial plans that lead to financial independence and a secure financial future for our clients, whatever their starting point and whatever their past experience.
We specialise in advice relevant to all aspects of 'later life', covering investment; retirement planning and retirement income options (including use of pension freedoms); and estate planning and IHT mitigation.
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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.