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.

News

All blog articles can be found here
07/01/2026
Guide: 5 tips to help you manage your wealth in 2026
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07/01/2026
Common ESG investing myths busted
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07/01/2026
The importance of value and wellbeing when making financial decisions
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07/01/2026
Investment market update: December 2025
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07/01/2026
Why retirement has a language problem and how to change the narrative
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07/01/2026
5 useful tips that could help you identify financial blind spots
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07/01/2026
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
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23/12/2025
Guide: The money lessons your family could learn from board games this Christmas
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04/12/2025
5 interesting insights from the investment market in 2025
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04/12/2025
How money causes anxiety and 3 tips to reduce it
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04/12/2025
The greenwashing challenge and how ESG investors can spot it
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04/12/2025
Investment market update: November 2025
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