This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Accreditations
There are few decisions in retirement as important as your choice of adviser, particularly if you want consistent advice for your family for the rest of your life. Top tier qualifications should be an essential part of that decision.
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Vouchedfor Top Rated Adviser
VouchedFor is the UK’s leading independent review site for financial planners and advisers, mortgage brokers, accountants and solicitors.
We are always incredibly grateful to our clients who take a small amount of their valuable time to leave us reviews on VouchedFor. We are equally grateful for reviews via any other means, especially on Google. Please click here if you wish to leave us a Google review.
Later Life Adviser Accreditation
The Later Life Adviser Accreditation (LLAA) is established as the Gold Standard for those advising clients in later life. In addition to being a stand-alone award, it is a prerequisite for membership of the Society of Later Life Advisers (SOLLA).
CISI
The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour. Attaining full Member status indicates a high level of knowledge in financial services as well as a commitment to the principles of professionalism, integrity and excellence. It is both a sign of achieving a higher level financial qualification, and of a desire for professional development.
Financial Vulnerability Charter
As a signatory to the Financial Vulnerability Charter, we have designed all our processes around the belief that we will all, at some point, encounter vulnerable circumstances. We support and accommodate our clients to navigate these challenging times.
Mike and Eve
Clients since 2010
Working with Deep Dive, reliable is the word that comes to mind.
Read transcript
Nicholas
Client since 2013
He's been the adviser for my grandfather, then my parents and me and my brothers as well, so, it's been a long time.
Read transcript
Jamie Kyte, Chartered Financial Planner
Pete’s used to doing this and creating plans for people so that they know how to reduce their inheritance tax, but also ensure that they’ve got enough money no matter what.
Read transcript
Andrew and Fiona
Clients since 2013
Peter's always very helpful and up to date. He’s very easy to get hold of. He’s always available on the telephone always on email.
Read transcript
Jacqueline Berry, My Care Consultant
It is so important, as a duty of care, to speak to an appropriate financial adviser.
Read transcript
Tom
Client since 2013
I've come to him with a lot of questions that I wasn't necessarily expecting him to have answers to, and he's always delivered.
Read transcript
