To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
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.
Wren Sterling doesn't have a physical office in Windsor, but some of our most experienced advisers, Phil and Matthew live nearby and work with clients from the area.
Holistic financial planning. This means looking at all of your assets, liabilities, income and expenditure, to work out how to make your money work better for you, whatever your long term goals are. Phil is a Chartered Financial Planner, while Matthew has a specialist Later Life Advice qualification
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