uprosper®
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 broad understanding of the principles of private client investment within the context of the current regulatory environment
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
uprosper® is an online financial advice service. Our plans provide advice across pensions, investments, protection and mortgages. We encourage more frequent communication which is more convenient for our clients and allows us more opportunity to get to know them.
Our mission is to make financial advice more affordable and accessible to everyone. You don't have to be wealthy to use our service. We also understand that while advice is desirable, it is not always possible for people to afford large upfront fees. Our low fees are fixed no matter how much or little you have to invest.
Our lead adviser is a Chartered Wealth Manager, Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered Fellow of the Chartered Institute for Securities & Investment. He was awarded the Applied Wealth Management award by the CISI in 2017.
We provide a range of services across investments, pensions, protection/insurance and mortgages (BTL, equity release included).
We can focus on a specific task, or conduct a full financial review of your circumstances, objectives and goals. We will always endeavour to understand your needs fully and explain our advice in clear terms to ensure you have a complete understanding.
Please note we do not advise on defined benefit pension transfers.
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