Ha Browes has 6 years’ experience within UK financial services following a career in the Power sector in Vietnam as a Market Development Specialist and Project Co-ordinator.
Ha has fully qualified for her Personal Finance Society (PFS) Diploma, enabling her to provide UK financial advice, together with a certificate in Discretionary Investment Management and certification to the European Financial Planning Association (EFPA). She is well on her way to becoming a Chartered Financial Planner and also holds a Master’s degree in Finance and Management from the University of East Anglia.
Working her way up through administration and paraplanning, Ha has a strong background in portfolio construction. She now designs and updates the Iceni Financial Adviser model portfolios. Alongside this expertise, Ha is focused on the client’s individual needs. In meetings, people value Ha’s clear explanations and thorough research, enabling them to make well-informed decisions about their pensions and investment portfolios.
Ha enjoys cooking and gardening with her husband and young son. They also like to explore different regions of her native Vietnam, especially the sandy beaches in Danang.
To contact Ha Browes, please call 01603-957599.
Personal Finance Society (PFS) Diploma
The Personal Finance Society (PFS) is the professional body for the financial and planning profession in the UK. Accordingly, the PFS remit is to lead the Financial Planning community towards higher levels of professionalism. This is exhibited through technical knowledge, client service, and ethical practice. Furthermore, the PFS is part of the Chartered Insurance Institute (CII) group. The Diploma covers financial planning at a higher level than the Certificate in Financial Services. Accordingly, Advisers are better placed to offer their clients a more comprehensive approach to financial management. So this in turn ensures a higher level of advice.
European Financial Planning Assessment (EFPA)
The EFPA is the leading professional standards body for financial advisors and planners in Europe. Also, the EFPA has a code of professional ethics with which certified holders must comply.
The Importance of Financial Advice
The importance of financial advice. Did you know you could be £47K better off after 10 years with Financial Advice? Basically, customers who took financial advice saw a £31K uplift in their pension wealth. Together with a £16K increase to other financial assets. The importance of Financial Advice – Source: What it’s worth – revisiting the value of financial advice, November 2019