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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.
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.