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.
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
Protecting and Managing Wealth is at the heart of what we do. We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.
Having delivered a consistent, independent advice and review service for the past 22 years we recognise the significance of maintaining regular face to face contact and being available to deal with queries and provide timely help. Indeed, all Six Q clients are part of a review programme to keep plans on track and avoid drift. We recognise how fast life is and our review times provide an opportunity to stop, reflect and revisit our goals to ensure they remain relevant and purposeful.
We are proud to announce Six Q Financial Planning has recently achieved CISI Level 7 Certification.
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