Services:
General Financial Planning,Investments & Savings,Tax Planning,Pension and Retirement,Equity Release,Offshore investing,Saving for children,Mortgages
Serves clients with: Over £50k of investable assets or household income
Services:
General Financial Planning,Investments & Savings,Insurance & Protection,Tax Planning,Pension and Retirement,Healthcare,Saving for children,Annuities,Mortgages
Serves clients with: Any level of wealth
Chartered Financial Planner qualification
The Chartered Financial Planner qualification is one of the leading qualifications available to financial planners. It is administered by the Personal Finance Society.
The holder must pass the Advanced Diploma in Financial Planning exams, which goes beyond the benchmark exam standards and enables professional advisers to develop their specialist planning capabilities
To be eligible for the qualification, an adviser must have met the Financial Conduct Authority's minimum qualification standards, adhere to the Chartered Insurance Institute Code of Ethics, and have at least five years' relevant industry experience.
You can check an adviser's stated Chartered Financial Planner qualification is valid by visiting www.thepfs.org
Certified Financial Planner qualification
The Certified Financial Planner qualification is one of the leading qualifications available to financial planners. It is administered by the Institute of Financial Planning.
The qualification tests an adviser's technical ability, and assesses how well they can apply this knowledge to produce an effective financial plan.
To be eligible for the qualification, an adviser must have already met the Financial Conduct Authority's minimum qualification standards, and have at least one year's supervised or three years' unsupervised experience within Financial Planning
You can check an adviser's stated CFP qualification is valid by visiting www.financialplanning.org.uk
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