This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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 an ability to analyse pension and retirement planning issues.
We provide high quality retirement planning to help our clients achieve their retirement goals.
We'll help you answer key questions that you may have such as:
• Do I have enough money to retire now? If not now, when?
• How can I use my savings and investments to produce a sustainable income for the rest of my life?
• What should I do with an inheritance I've received?
• Can I afford to gift to my children/grandchildren while still maintaining my lifestyle?
The first meeting is at our own expense, therefore if you would like a second opinion on your existing finances please get in touch.
We charge you a fee based on the service you require, not how much you have to invest. We believe this is a much fairer way to charge for retirement planning.
Our retirement planning process is designed to give you clarity and peace of mind - see "Our Process" on our website.
We offer a refreshing alternative to the traditional financial adviser approach that focuses on selecting investments.
Our clients tell us that the vast majority of the value we provide is helping them build a picture of what lifestyle they want in their retirement and planning for the best way to get there - see "The Value We Add" on our website.
Please book a free 15 minute discovery call to find out more - see our website for more details.
Windfield, Leatherhead, KT22 8UG
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