2plan Wealth Management Ltd.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
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 the mortgage process and the principles of equity release.
I am an experienced Financial Adviser, working with 2plan Wealth Management, advising clients on a wide range of matters including tax efficient investment, pensions and inheritance tax planning. Although based in Tring I cover Hertfordshire, Buckinghamshire, Berkshire, Bedfordshire and Oxfordshire.
2plan wealth management is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
To me, every client is unique. I look to help clients by first understanding what is important to them, their personal and financial circumstances, so that I may then provide appropriate advice tailored to their particular needs.
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Telephone
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Online (Live chat, video, email)
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Face to face
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