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.
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.
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.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years.
Our clients include private individuals, families, charities and professionals, and we look after more than £24 billion on their behalf. We employ more than 1,000 staff and through our extensive network of offices are proud that we can provide expert advice in person wherever a client lives in the UK.
All of our services are underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.
The foundation for Tilney’s success is our focus
on providing a high-quality, personal service
to each of our clients, and we are proud of the
recommendations of Tilney’s service that many of our clients make to others.
At Tilney, your personal wealth is our personal responsibility.
PLANNING | ADVISING | INVESTING
No two clients are the same – our service is personal to you. You may need advice on a one-off basis for a specific goal such as planning for retirement or managing Inheritance Tax. For more complex needs we can create a full financial plan that covers all areas of your finances.
If you need help with your investments, we have a range of services available. Our investment professionals can work together with our financial planners to make sure your money is always working as hard as possible towards your goals. We call this our two-expert approach.
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