This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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.
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
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.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
Our bespoke services and advice are as individual as you are. We take into account your lifestyle, your family, and your interests. We help you achieve peace of mind about your finances- allowing you to get on with the life you wish to enjoy.
We strive to provide clients with a holistic view of their finances, encompassing both investment and financial planning needs. Our aim is to understand the importance of things in your life and help you achieve your short, medium, and long-term goals in the most efficient way.
Financial planning is not about buying products such as pensions, ISAs and bonds. Products may be part of the jigsaw, but as important as they are, they are not the whole picture. Financial planning is an ongoing process to help you make sensible decisions about money and that starts with helping you articulate the things that are important to you. It then moves onto building a cohesive strategy to help you achieve those objectives.
We only work with clients where we believe we can add significant value (far in excess of our fees), who we like and with whom we can build long-term relationships.
Cashflow & Financial forecasting
Estate & inheritance tax planning
Protecting individuals and liabilities
Inter-generational wealth transfer
Business financial planning
Extracting profit for business owners
Investing company profits
Personal financial planning
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