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Jefferson Fawcett APFS, Certs CII
Chartered Financial Planner
Jefferson embarked on a career in financial services in 1988 when he took up a position at National Westminster Bank where he worked through the ranks before becoming a senior financial planner. He became an Independent Financial Adviser with the Woolwich before setting up his own business in 2007.
Jefferson is married with two children and enjoys watching films,
walking and playing golf.
APFS - Personal Finance Society Advanced Diploma
RO1 - Financial services, regulation and ethics.
J04 - Pension funding options
JO5 - Pension and income options
J08 - Financial planning practice
J10 - Discretionary Investment Management
CF8 - Long Term Care Insurance.
AF1 - Personal tax and trust planning
AF4 - Investment Planning
AF5 - Financial Planning process
AF3 – Pension Planning
Financial Planning Certificate 1, 2 and 3 (CII)