Qualifications
Mark Birkett, Managing Director, has gained the following qualifications:
Advanced Financial Planning Certificate (AFPC) including:
AFPC G10 Taxation and Trusts
AFPC G20 Personal Investment Planning
AFPC G60 Pensions
AFPC K10 Retirement Options
AFPC K20 Pension Investment Options
Financial Planning Certificate (FPC 1, 2 and 3)
These qualifications allow Mark Birkett to use the titles AIFP and DipPFS as an:
Associate of the Institute of Financial Planning (AIFP)
Member by Diploma of the Personal Finance Society (DipPFS)
There are just under 150,000 individuals registered by the Financial Services Authority1. Of these, approximately 34,000 are Independent Financial Advisers in the UK, who can advise on products from the whole financial market2. Under 5,900 individuals in the UK have the DipPFS qualification2.
1 Financial Services Authority pers comm. April 2008
2 Personal Finance Society pers comm. April 2008