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 the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
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 assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
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 examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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 qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This exam accesses understanding of the financial services and their regulation.
This exam accesses understanding of protection, savings and investment products.
This exam accesses understanding of identifying and satisfying client needs.
This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement
I am a Chartered Financial Planner with over 15 years’ experience. Specialising in pension planning and long term care.
I am professional, amiable and intensely client focused. I am proud of my enthusiasm for my profession and the desire to help families navigate through what can be complex financial situations.
As one of only a few Independent Chartered Financial Planners in Scotland Accredited by SOLLA (Society of Later Life Advisers) I have the requisite skills and knowledge to help clients at what can often be a stressful and emotional time.
I am a pension transfer specialist, a member of the Personal Finance Society and an Associate of the Chartered Insurance Institute.
I am proud to be a Chartered Financial Planner, the Chartered Financial Planner status is a widely accepted 'gold standard' qualification for professional financial planners in the United Kingdom.
By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.
I am part of the Fairstone Group, Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone is now one of the UK’s largest Chartered financial planning firms.
Pension planning - however simple or complex. Pensions are my professional love and I am a huge advocate of the benefits of sound retirement planning.
Helping someone be able to retire earlier than they thought possible is fantastic.
Please note I will only consider final salary transfers when you are close to retirement.
Long term care planning - knowing about the social work system, local authority funding and just how emotional getting someone into care is.
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