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.


Let's talk about your goals and objectives. Start your journey to financial security and get in touch with us today.

We’d love to chat with you and get to know you better. No question is too small, and if you don’t understand something, we’ll speak with you until all your queries have been answered.

You can get in touch via phone, email or using the contact form below.

07795 565143

Basepoint Business Centre,
Shearway Business Park,
Shearway Road,
Kent CT19 4RH

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