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Financial Foresight Accredited as Personal Finance Society Specialists!

Personal Finance Society

The Personal Finance Society (PFS) is the largest professional body for the finance advisory profession in the UK. It Promotes the highest standards of professionalism for technical knowledge, client service and ethical practice. 

Here at Financial Foresight we are delighted to have acquired two accreditations from the PFS regarding our services around retirement planning and later life advice.

 

  • Retirement Planning Specialist
  • Later Life Advice Specialist 

 

This means that we have achieved the minimum level of dedicated Continuous Professional Development (CPD) within these areas and can provide specialist advice. 

It’s important for us to extend and develop our knowledge so that we can continue to deliver high quality service and advice to our customers. We pride ourselves on delivering trusted advice that helps make a difference in our customers lives.

We recognise the importance of planning for the future and how important our loved ones are, but we also know that things don’t come cheap. Which is why there is no better time to start planning than today. If you want peace of mind about your future, then a smart and sensible move is to calculate how much you can afford.

“How much do I need?” is something we are commonly asked, but the reality is there is no set figure. Different plans are required for different needs. One person may wish to save so then can afford to pay for their long term care, whereas someone’s else priority is saving for retirement home by the sea.

Whatever our customers’ needs are our trusted team of financial advisers will search through a competitive market to find the best suitable plan.

Get in Touch

Speak to one of our financial advisers today for expert advice on planning for retirement and later life advice. 

retirement planning pfs  later life advice pfs

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