Threshold Financial Services Ltd
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.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Threshold Financial Services Ltd was established in 2004 and delivers high quality financial advice to our clients across the South. We offer home based and evening appointments for added convenience. Threshold is proud to be part of Openwork, one of the largest financial advice networks in the UK who ensure the advice we deliver is both suitable and of a high quality. In addition, we will only recommend financial products that have passed Openwork's demanding due diligence requirements to ensure that your money is placed with financially strong, trusted and regulated provider(s). We have over 50 colleagues at Threshold, including a number of dedicated mortgage brokers and protection advisers.
We deliver face to face advice on pensions, investments and protection. Our particular specialism is pensions and retirement planning. We offer a free initial consultation to chat through any issues and discuss how we can help.
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