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
01/04/2026
Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
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01/04/2026
The importance of managing your pension withdrawals to protect your retirement lifestyle
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01/04/2026
How psychology might affect your view of cash and safety
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01/04/2026
Investment market update: March 2026
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01/04/2026
Balancing your goals: 3 options for short-term savings
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01/04/2026
4 ways you could pass on wealth and protect your chosen family
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01/04/2026
What past market volatility has taught us about investor behaviour
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18/03/2026
I’m among the UK’s Top Rated thanks to your reviews
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09/03/2026
Guide – SMART goals: 5 steps to effective financial planning
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03/03/2026
Your Spring Statement update – the key news from the chancellor’s speech
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02/03/2026
Turning wealth into happiness: Why a plan makes a difference
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02/03/2026
The Capital Gains Tax essentials you need to know
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