To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We do this by providing expert financial advice and building a financial plan which is tailored to fit your circumstances, focusing on your needs today, future goals and aspirations.
We’re here for the long term and look forward to delivering quality service and advice, both now and in the future.
“Good advice is worth its weight in gold”
Our advice covers the full range of financial areas, including retirement planning, protection and insurance, building an effective investment portfolio, long-term care planning, and mortgages to name just a few. We can provide a full holistic advice service or simply help you with just part of your financial planning - the choice is yours.
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Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.