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.
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.
I focus on developing life-long relationships with my clients, helping to secure the financial future of themselves and their families.
Whatever your financial goals, whether you are looking to maintain or enhance your lifestyle and financial status, I can provide a source of trusted advice and recommendations to suit your financial needs.
I utilise my knowledge and enthusiasm to provide high quality customised advice to my clients, however their needs may evolve.
I work closely with all my clients and pride myself on building long-term relationships. I aspire to build trust and confidence in my clients by developing an in-depth knowledge of their personal finance aspirations and offering exceptionally high quality, straight-forward financial advice.
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