Qualifications

Mark Birkett, Managing Director, has gained the following qualifications:

AF7 Pension Transfers (Advanced Diploma)
Advanced Financial Planning Certificate (AFPC) including:
G10 Taxation and Trusts
G20 Personal Investment Planning
G60 Pensions
K10 Retirement Options
K20 Pension Investment Options
Financial Planning Certificate (FPC 1, 2 and 3)

These qualifications allow Mark Birkett to use the title DipPFS as a Member by Diploma of the Personal Finance Society (DipPFS)