This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
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.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
We have the full range of FCA permissions to advise on all aspects of pensions and retirement planning, which is covered by our fully comprehensive compliant professional indemnity insurance, including final salary pension schemes. We also hold The Pensions Transfer Gold Standard. Our staff have the highest level of technical knowledge and experience. We specialise in providing advice throughout the UK via telephone, email and video conferencing. We have a large number of clients in more remote areas who find our service very convenient.
Dealing with all aspects of pensions and retirement planning on behalf of clients helping them to achieve their retirement goals.
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