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Jefferson Fawcett APFS, Certs CII 

Chartered Financial Planner

Principal

 

 

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)