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Retirement planning specialists are authorised financial advisers who have passed professional pension qualifications and have committed to continually update their pensions knowledge to stay abreast of the latest legislation.
Chartered Financial Planners have passed the Advanced Diploma in Financial Planning (or equivalent) and must have attained minimum level of industry experience. 'Chartered' titles are awarded to indicate professional attainment and commitment.
Later life specialists are authorised financial advisers who have passed professional qualifications and have an understanding of the key considerations impacting financial planning in older age. They continually update their specialist knowledge.
If you would prefer to contact an adviser before visiting, use this option to only show advisers that have added a contact telephone number or email address to their yourmoney profile.
All authorised investment advisers must hold a valid Statement of Professional Standing (SPS). It is annually renewable and demonstrates that the adviser has achieved a minimum level of qualification, adheres to a code of professional ethics, has complied with the regulatory Code of Practice and has completed appropriate continuing professional development.
Financial Advisers may have specialist knowledge in certain areas of financial planning. If you are looking for specialist advice you can refine your search to only show advisersd with certain specialisms.
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