Fiducia Wealth Management
Posted in Fiducia News on 09.03.16

Richard Heath

Why did you choose to pursue the Fellowship?

I wanted to achieve the highest level of professional qualification that was available to me and supported by my employer.

How long did it take you to achieve Fellowship and what was your qualification route?

I passed the first of the old FPC exams in March 1997, so overall studying lasted about 18 years!

How, if at all, has this changed your approach to advising clients?

Occasionally I will be looking into a client’s circumstances or options, and something useful from the studying will pop into my head to help. As a paraplanner, I don’t directly advise clients

Which aspects of achieving Fellowship in particular do you feel are most beneficial to your work?

My role is largely technical, so the knowledge I have accumulated helps me to provide solutions to a wide range of client needs

Do you intend to take any further qualifications?  If so which one(s) and why?

I am considering taking AF2 (Business Financial Planning) as we have more corporate clients here at Fiducia than at my previous firms, and I haven’t yet studied for any business planning exams

Would you recommend the Fellowship route to others?  If so, why?

I think it is a good route, particularly for any paraplanners/advisers that would like to get well qualified, would prefer to have a good range of exams to choose from and wish to have a nationally recognised financial planning qualification.

 

If you would like to know more about how we as Financial Advisers can help you set, plan and achieve your financial goals then financial planning section of  our website: Financial Planning or send us email at: email@fiduciawealth.co.uk

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case.

Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority. FCA No. 408210

Fiducia Wealth Management
Posted in Fiducia News on 09.03.16