CII Advanced Diploma in Financial Planning (APFS)
The Level 6 Advanced Diploma builds on existing knowledge enabling advisers to demonstrate specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
G10 – Advanced Taxation & Trusts
G20 – Advanced Personal Investment Planning
CII Diploma in Financial Planning (DipPFS)
The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.
J05 – Pension Income Options
CII Financial Planning Certificate
CF1 – UK Financial Services, Regulation and Ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
FPC 1, 2 & 3
Having owned and managed directly FCA regulated companies both large and small for over 25 years, John is passionate about providing straight forward, clear advice in a simple and cost effective way, always putting clients' interests first.
John is an independent financial adviser. That means he is able to offer solutions from the whole of the market. All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and appear on their register. You can find John’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD).