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.
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.
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 DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Questa Chartered provides advice and expertise to manage wealth and lifestyle choices.
Adhering to a strict code of ethics and the highest standards of professional competence in accordance with its 'independent status, Questa Chartered works with individuals, families, trustees and businesses.
As an independent financial planner, we can advise on all types of investments within the marketplace and offer a transparent fee structure focused on delivering peace of mind and value for money.
We work with clients throughout Lancashire and the North West and are happy to meet clients at their own home or at our offices located on the Fylde coast, near Lytham St Annes. We can also advise clients in the Warwickshire area with a Questa Chartered adviser based in Leamington Spa.
Questa Chartered offers a free introductory meeting with clients to assess whether we can add value to your financial planning. And, should you be happy to proceed with our services, we provide a five stage advice process to fully understand each individual's personal aims and objectives.
Questa Chartered is an active member of the local community within Lancashire and regularly supports local sports clubs, children's activities and charities.
As a trusted independent adviser, Questa Chartered can open your eyes to the benefits of financial planning.
Not everyone has the confidence to navigate the financial world on their own and we work in close partnership with clients to fully understand their aims and objectives both now and in the future.
Our team of 12 advisers can look at a range of financial requirements from pensions and investments to insurance policies and mortgages.
We can also handle complex inheritance tax scenarios and tax planning to ensure clients are maximising all financial planning opportunities.
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