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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
The Fundamental Group is a leading boutique financial planning firm, providing specialist wealth advice to Business Owners and their Families - who wish to delegate the management of their wealth to a trusted professional.
Our purpose is to help clients develop their vision of how they’d like their lives to be, and work alongside them for the long-term – putting their wealth to work in enabling them lead a more meaningful and purposeful life.
We work with business owners and their families who look beyond their own postcode to find the right financial planner. Our clients are those who aren’t interested in accumulating wealth for the sake of it, and their idea of success is defined by so much more than the value of their assets.
They’re motivated by the potential to build a richer future for themselves and their families, and are looking for an advisor who can work alongside them to translate their values into an actionable plan. They know that working with an advisor is about so much more than analysing their wealth, but instead an opportunity to create a meaningful relationship that promise real mutual reward.
Riverbride House, Guildford Road, Fetcham, Leatherhead, Surrey, KT22 9AD
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