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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Rosebridge is a firm of Chartered Financial Planners, which is recognised by the Chartered Insurance Institute for our professionalism and continued determination to deliver the highest possible standards of client service. We provide tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.
ROSEBRIDGE A FINALIST FOR TWO PRESTIGIOUS FINANCE AWARDS
We are delighted to announce that Independent Financial Advisor (trading style Rosebridge) have recently been named as a top three finalist in the highly prestigious Chartered Financial Planning Firm of the Year 2021/2022 by our professional body, The Personal Finance Society (PFS) for the second year running.
Rosebridge is also a finalist for yet another prestigious industry award– the Money Marketing Awards Advice Firm of the Year.
If you’d like to see for yourself how our collective group of specialists work together to provide high quality and highly regarded financial advice, or you would like to know more about Rosebridge, please visit our website <url hidden>
Jane O’Hara is a Fellow of the Personal Finance Society and is affiliated to the Society of Trust and Estate Practitioners (STEP), she holds the Industry leading qualifications and is vastly experienced with over 20 years in the Financial Services sector. Jane specialises in managing and preserving client’s wealth, whilst protecting family and loves ones. She is also an expert in inheritance and estate planning, the mechanics of retirement and cash flow planning. She also offers an independent Trustee Review Service.
Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.
We work in collaboration with other professional advisers.
We do not advise on Final Salary pension scheme transfers.
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