Member of the Personal Finance Society

Member of the Personal Finance Society

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.

Fellow of the Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

A thank you from us!

In March, I was included in VouchedFor’s 2024 Guide to Top Rated financial advisers, distributed in the Times.

The guide identifies and celebrates the UK’s best financial advisers, all based on client feedback. Inclusion in the guide is a tremendous honour.

Today, the same guide has been published in the Mail on Sunday, which is read by around 2 million people each week.

 

3 ways your reviews help

Your reviews help me in several ways.

Firstly, and most importantly, when you leave a review, VouchedFor asks several questions about your relationship with me. Your answers help me improve the service I provide to you, my other clients, and the people you recommend me to.

Secondly, your reviews mean I was named one of the UK’s Top Rated financial advisers. That list has now reached thousands more people because it has been published in the Mail on Sunday as well as the Times. There’s no doubt this will help me to attract new clients.

Finally, as I’ve said before, your reviews provide validation that I’m delivering a high-quality and valuable service.

So, I’m writing now to say thank you. I genuinely appreciate the time and effort you have taken to leave a review.

 

Read my reviews

If you’ve not seen my reviews before, please click here to read them.

Alternatively, if it’s been a while since you left a review for me or you haven’t yet written one and would like to, click here and follow the simple steps.

Thank you once again.

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