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
08/07/2026
Your guide to the new Inheritance Tax and pension rules
Read post
02/07/2026
How to engage with your finances
Read post
02/07/2026
Balancing your goals: How a financial plan could help you juggle different priorities
Read post
02/07/2026
Investment market update: June 2026
Read post
02/07/2026
The psychology of fear in investing: Why mastering it could support long-term success
Read post
02/07/2026
The £12.3 billion cost of delaying estate planning
Read post
02/07/2026
What does a change in prime minister mean for your finances?
Read post
25/06/2026
Guide: Your guide to planning for later-life care
Read post
22/06/2026
Your reviews have landed me a spot in the Telegraph
Read post
01/06/2026
7 ways financial planning could help you reduce stress
Read post
01/06/2026
Balancing your goals: Why investing could be suitable for long-term goals
Read post
01/06/2026
Why the State Pension triple lock matters for retirees
Read post

Ready to talk?

    Consolidare
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.