Ha Browes previously worked in the Power sector in Vietnam for three years in various roles including Market Development Specialist and Project Co-ordinator.  

She has a Master’s degree in Finance and Management at the University of East Anglia.  She has recently successfully qualified for her Personal Finance Society (PFS) Diploma, together with certification to the  European Financial Planning Association (EFPA). 

Ha enjoys cooking and gardening with her husband. They also like to explore different regions of her native Vietnam, especially the sandy beaches in Danan.  

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