To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
Talking Finances have a simple goal; we want happy clients who enjoy the process of planning their finances. If you're smiling and leave our meetings feeling confident, then we've done our job.
We have a unique, colourful, fun & professional atmosphere in our Berkshire high street office and some mobile advisers who can visit you at your office or home.
We are dedicated to fun and excellence, which means we do a really good job without overcomplicating things or taking ourselves too seriously. Our lead financial planner is Fellow of the Personal Finance Society, a Chartered Financial Planning and holds the ISO22222 certification.
Holistic planning from ages 50 onwards. Our clients arrive with lots of questions and leave with a clear plan of what's best for them.
The best way to pay off the mortgage, support the next generation, approach the retirement years, the strategies that will work best for them and making sure all the legacy paperwork is in order.
Pensions, Investments, Wills&Trusts and general Strategic Planning.
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