Independent Financial Advice

QUALIFICATIONS

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As well as years of practical experience within the Financial Services industry, our advisers have taken additonal steps to obtain advanced qualifications rather than simply settle for the basic regulatory requirements. This has furthered their professional development but, more importantly, provided them with the knowledge to advise our clients to the fullest degree.

Our qualifications include :

  • Financial Planning Certificate (FPC)
  • Advanced Financial Planning Certificate (AFPC)
  • Diploma in Financial Planning (Dip PFS)
  • Certificate in Regulated Customer Care (CeRCC)
  • Certificate in Mortgage Advice (CeMAP)
  • CF7 - Lifetime Mortgages Activities (Equity Release)
  • HR1 (Home Reversion Plans)
  • G10 - Taxation & Trusts
  • G20 - Personal Investment Planning
  • K10 - Retirement Options
  • K20 - Pension Investment Options
  • AF3 - Pension Planning (including occupational pension transfers)
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