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
08/07/2024
What a Labour government could mean for your finances
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02/07/2024
97% of fund managers believe uncontrolled climate change will affect investments
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02/07/2024
How to effectively protect your identity and your finances from criminals
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02/07/2024
The fantastic benefits of basing your financial plan on happiness
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02/07/2024
How to use life insurance to cover a future Inheritance Tax bill for your family
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02/07/2024
78% of retirees could be missing out on investment returns by accessing their pension early
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02/07/2024
The value of financial planning: How it could help you achieve your aspirations
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26/06/2024
What the 2024 general election could mean for your finances
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09/06/2024
A thank you from us!
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29/05/2024
What 70 years of BBC news bulletins could teach you about investment markets
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29/05/2024
5 breathtaking coastal walks you can take this summer in the UK
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29/05/2024
3 practical ways you could reduce your tax bill in retirement
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