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.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
Following my Business Degree, I entered the Financial Services industry. I have over a decade's experience, including holding roles with Aviva and Prudential and I have helped hundreds of clients achieve their goals.
I am one of the few financial advisers to be awarded the title ’Chartered Financial Planner’ which is the gold standard for those providing financial advice. In achieving this I was awarded the Turris Partnership Quaich by The Insurance and Actuarial Society of Glasgow for achieving the highest grade of members who sat the exams that year.
I am also a Fellow of the Personal Finance Society.
Typically, I work with clients who are looking to:
Review existing pensions/investments
Provide an income after they stop work
Save and invest their money
Put inheritance tax planning arrangements in place
Put financial protection in place to cover ill health and death
If you think I can help, then please get in touch.
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