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.

I’m among the UK’s Top Rated thanks to your reviews

I’d like to say a huge thank you to all our clients for your ongoing support and the reviews you’ve left us on VouchedFor. Your reviews mean I am VouchedFor Top Rated for the third year running.

It’s a privilege to be included in VouchedFor’s Top Rated guide, which is published in the Times this weekend.

As you may know, VouchedFor is a review platform that allows the clients of financial advisers and planners to leave honest, verified feedback. As a result, it’s a valuable tool for those seeking professional financial advice.

Your reviews and my inclusion in the Top Rated guide will support our business ambitions, enabling us to use our expertise to help more people achieve their financial objectives.

VouchedFor assessed performance across key areas

I’m particularly proud to be included in the 2026 guide, as the qualification criteria were raised this year.

As well as the number of reviews and their overall rating, VouchedFor assessed their performance based on risk, client advocacy, and how confident clients felt about their financial future.

Thank you for your support

I secured my place in the Top Rated guide thanks to your 84 reviews on VouchedFor and an overall rating of 5 out of 5.

I’d like to thank all our clients who have left me a VouchedFor review. If you haven’t left a review yet, please feel free to do so. A five-star review is always appreciated, and I’d love to hear your feedback.

Visit VouchedFor to leave me a review.

Once again, thank you for your ongoing support. It’s a privilege to work with you and be trusted to help you reach your long-term goals. I look forward to continuing to support you in the future.

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