About Steven Haigh IFA

Steven Haigh has over 15 years experience of working in Financial Services and has been an Independent Financial adviser for over 10 years. He is based in Huddersfield but serves clients all over Yorkshire and has extensive experience in looking after clients and their families.

Steve achieved ‘Chartered’ status in 2011.

“Chartered status is the pinnacle for the financial planning professional” (Personal Finance Society)

Qualifications demonstrate knowledge and capability and are an important indicator of professional standing.

The Personal Finance Society (PFS) requires all its members to be qualified at the level appropriate for the advice that they give. Beyond this it actively encourages members to continue their professional development by completing higher qualifications.

PFS members who achieve qualifications are awarded titles and designations. The title and designations granted to members of the PFS are shown opposite in order of seniority and merit. Further details on what each title/designation represents can be found below.


A simple guide to titles and designations

An adviser is given designation indicates the level to which he or she is qualified. To help you understand what this means, we have produced the following simple guide.

Please note that all PFS members are required to comply with a Code of Ethics. They must also satisfy continuing professional development requirements, which involves undertaking specified types of activity to ensure their knowledge is kept up to date and, in turn, that the advice they give is relevant and appropriate.

TITLE QUALIFICATION
Chartered Financial Planner Holds the Advancedloma in Financial Planning or equivalent and has a minimum of five years' industry experience. The 'Chartered' title can only be conferred under the auspices of the Privy Council and is designed to indicate professional attainment and commitment.
FPFS Holds the Advancedloma in Financial Planning or equivalent together with further self-selected exams, thereby, meeting the requirement to become a Fellow of the PFS.
APFS Holds the Advancedloma in Financial Planning or equivalent. This develops specialist planning capabilities supporting the provision of a sophisticated and comprehensive approach to financial management.
DipPFS Holds theloma in Financial Planning or equivalent. This develops advanced technical knowledge and understanding across a broad range of key advisory areas as selected by the adviser.
CertPFS Holds of the Certificate in Financial Planning or equivalent, the minimum level of qualification required [the regulatory requirement] to work as a financial adviser. †This develops a broad-based understanding of the financial services industry and enables holders to advise on a range of products, including investments, pensions and protection policies (life and health insurance).

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Steven Haigh BSc (Hons) APFS
IFA Partner
Positive Solutions
Independent Financial Advisers

Phone: 01484 606220
Mobile: 07802 746528
Fax: 01484 606220
E-Mail: stevenhaigh@thinkpositive.co.uk

Steven Haigh, Chartered Financial Planner, is a partner at Positive Solutions Limited, one of the UK's leading Independent Financial Advisory Firms and offers expert financial advice to both companies and individuals.