To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We are a Chartered firm of Financial Planners. The central pillar of our ethos is that our clients' interests are paramount. Our approach is analytical rather than sales-orientated and we develop long-term client relationships.
We are generalist financial advisers but we find that most of the work we do is connected with pensions, investments and retirement planning. We do NOT, however, advise on defined benefit (final salary) pension transfers.
We are regulated by the Financial Conduct Authority.
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