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
31/07/2026
Investment market update: July 2026
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31/07/2026
The psychology behind investment mistakes
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31/07/2026
Why spotting a financial scam could be harder than you think
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31/07/2026
6 reasons why planning for your future is easy to delay
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31/07/2026
2 upcoming ISA changes you should be aware of
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31/07/2026
Explained: When Inheritance Tax could apply to gifts
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29/07/2026
Guide: Back to school: How to build a nest egg to fund your children’s education
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08/07/2026
Your guide to the new Inheritance Tax and pension rules
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02/07/2026
How to engage with your finances
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02/07/2026
Balancing your goals: How a financial plan could help you juggle different priorities
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02/07/2026
Investment market update: June 2026
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02/07/2026
The psychology of fear in investing: Why mastering it could support long-term success
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