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.


Choosing Deep Dive

Our clients and expert peers explain what it's like to work with us.

Mike and Eve Clients since 2010

Working with Deep Dive, reliable is the word that comes to mind. 

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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.

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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.

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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.

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Jacqueline Berry, My Care Consultant

It is so important, as a duty of care, to speak to an appropriate financial adviser.

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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.

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