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

02/05/2024

8 fantastic reasons to support local causes for Small Charity Week

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02/05/2024

How to make the unexpected part of your financial plan

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02/05/2024

How “slow productivity” could boost efficiency

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02/05/2024

3 useful options you may want to consider when passing on assets to your loved ones

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02/05/2024

How to beat the potential harmful effects of “loss aversion” on your wealth

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02/05/2024

The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

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11/04/2024

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

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11/04/2024

5 ancient wellness tips that could improve your life

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11/04/2024

6 in 10 Brits are unaware their pension is usually outside of their estate

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11/04/2024

6 delicious holiday destinations that promise to be perfect for foodies

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11/04/2024

5 practical tips that could help you set realistic financial goals

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11/04/2024

Why taking part in National Walking Month could help you embrace creativity

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